Moment things clicked came late but clearly explained
At first, I felt like I was left to figure out much of the software and calling tools on my own. The onboarding was somewhat minimal, and I had to dig into the training and database features to see how everything connected. It wasn't until a call with telephonic support after struggling with the dialer setup that things started to click for me. They guided me through some key settings and explained the automatic updates’ role in keeping the platform running smoothly. Once I understood that, the rest fell into place more easily. The invoicing and payment steps were straightforward but didn't carry the kind of proactive support I thought would be helpful. Overall, the moment I got that clear explanation, I felt confident using the tools. That said, a bit more guidance early on would have saved time and eased the learning curve significantly. I now appreciate the system much more, but the learning process required some patience and self-navigation before support made a difference.