Onboarding sequence had both clarity and delays
The onboarding process began with clear introductory steps that helped me understand the essential software features and the training expectations, which worked well for setting a foundation. Next, I moved to the database segment, only to find that the details available did not entirely match how I thought I would input and track information. That mismatch led to some reorganization on my side and slowed my workflow down temporarily. The calling tool and dialer were introduced later in training, but this felt abrupt since I was expecting more hands-on practice earlier to get comfortable. I noticed the automatic updates roll out during the week, which caused me to lose track of some modules momentarily and had to reorient myself, adding some friction. The support team was available as promised, which helped clarify several interface issues, although the solutions sometimes required multiple steps. I think the order of presenting tools would benefit from a slight reshuffle to better match practical usage. Invoicing and payment were straightforward with the sign-up system, which was a welcome contrast to the variable training pace. Overall, the onboarding contained solid elements but a few could be better sequenced for smoother continuity.