Missing a Clear Walkthrough Would Have Helped
Starting with the software and training, I found the initial onboarding flow quite straightforward but not entirely seamless. It took me a bit longer than expected to get going primarily because there wasn’t a consolidated checklist or a clear overview guiding me through each step in sequence. The calling tools and dialer worked well during my initial calls, and the database feature felt intuitive once I got the hang of it. However, I noticed that automatic updates sometimes happened without notifying me in advance, which created brief moments of confusion. Telephonic support was helpful but accessible only after some back and forth in scheduling. The sign-up and payment process went without much trouble, but I wished there were more reminders or prompts to encourage exploring additional features earlier. Overall, things came together, but a more structured introduction to the entire workflow would have made my journey smoother and faster.