Lots of effort needed, but some parts were organized well
The training and onboarding process definitely took more effort than I expected. The sequence of steps often felt jumbled; for example, I was asked to configure tools before receiving a clear overview of the workflow, which made understanding difficult. On the other hand, the database feature setup was laid out reasonably well, with clear instructions that helped me organize client data effectively. However, the dialer training seemed to jump around topics, which meant I had to revisit parts multiple times. The sign-up and payment process was straightforward and well explained, which was a relief amid the rest. I appreciated how the automatic updates did not disrupt the ongoing work, continuing smoothly in the background. Overall, while the onboarding required patience and re-learning, some areas like invoicing and basic software navigation were logical and easy to follow. I believe with better step ordering, the training would be much quicker to get through, but as it stands, it was more challenging than I anticipated.