Mostly straightforward but some steps felt unclear initially
I expected the sales and pre-purchase process to be fairly guided, but in reality, I found myself figuring out several details on my own as I went along. The sign-up and payment steps were mostly clear and worked as I hoped, but some of the labels and wording on the dashboard required a bit of trial and error. I anticipated more hand-holding or in-depth explanations during the onboarding flow, though the initial training sessions did offer useful information especially about database usage and setting up the dialer. Yet, I had to spend extra time exploring automatic updates to understand how they might impact my routine. In comparison to other platforms where everything is extremely spelled out, this experience felt a bit more self-service than fully guided. Still, I managed with patience and would say it was workable but not entirely seamless.