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WFHI review

Mixed feelings but mostly manageable setup

3 out of 53 of 5Verified purchaseSales and pre-purchase

Mixed feelings but mostly manageable setup

I found the initial setup of the software to be somewhat challenging but not discouraging. The one-off tasks during onboarding required more effort than I anticipated, especially configuring the database and setting up the dialer tools correctly. However, after those steps were completed, the ongoing adjustments and updates felt more manageable. The training sessions helped clarify some of the more technical aspects, though I wished there was more emphasis on how to maintain the workflow day to day. Signing up and handling the payments was relatively smooth, but I did encounter some confusing labels in invoices which required clarifications from support. Overall, my feeling is mixed because while the software is powerful and the support helpful, some parts of the process took unexpected time and effort. Once through the setup, though, I believe continuing to use the tools will get easier and more intuitive.

Kiran BorkarLakshadweep, IndiaExperience: Published:
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The reviewer's payment for a named WFHI plan was matched to a WFHI record.

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