Mostly straightforward, but one time I couldn’t find a key feature
I generally felt comfortable with the training and onboarding since most things were easy to locate once I knew what I was doing. The interactive lessons guided me through the software and its main functions like the dialer and database pretty well. However, there was one moment when I was trying to update my calling list midweek and couldn’t immediately find where that option was located. It took a bit of searching through menus before I found it, which was frustrating because I had expected to access it quickly from the dashboard. Maybe the layout isn’t as intuitive as it could be, or possibly there’s a better place for that particular setting that I missed. Aside from that, the rest of the onboarding gave me a feeling that everything necessary was within reach without endless digging around. The payment and invoicing setup was smooth enough too, so overall the experience leaned positive. I’m guessing the reason behind my slight frustration was just the occasional mismatch between menu titles and the feature names I was familiar with from the training.