Overall sensible steps, but onboarding details could improve
The steps for sales and pre-purchase were arranged in a logical order, which helped me understand what to expect at each phase. Signing up was straightforward, and I liked that all the information was accessible in stages rather than overwhelming me at once. The onboarding flow brought me through the software features progressively, which made learning manageable. My minor reservation is that some details about the database and calling tools were a bit brief at first, and I had to revisit training materials to catch everything properly. That said, the support and updates made up for it by being available throughout. I think the process could be enhanced with clearer upfront explanations of those features during the earliest stage of onboarding. Still, it felt balanced overall, and I appreciated the smooth transition from signing up to actually using the tools daily.