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WFHI review

Order of steps caught me off guard

2 out of 52 of 5Verified purchaseSales and pre-purchase

Order of steps caught me off guard

I was surprised by the onboarding sequence in the sales process. It didn’t follow the logical order I expected, with some verification steps coming much later than they should have. The sign-up was straightforward, but the invoicing details appeared only after I'd tried setting up the calling tools. Also, the training modules on using the dialer came before I had access to the database feature, which felt inefficient. Despite this, I found the payment process simple enough, and the automatic updates didn’t cause any disruptions. Still, the jumps between different features without clear guidance made it harder to set everything up smoothly. I think they could rearrange the steps more sensibly, so the workflow is more intuitive for new users.

Ankit GoswamiAssam, IndiaExperience: Published:
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Verified purchase

The reviewer's payment for a named WFHI plan was matched to a WFHI record.

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