4 out of 54 of 5Verified purchaseTraining and onboarding
Overall, the onboarding steps were in good order
The training and onboarding flow made sense for the most part. Each step built on the previous one, so I didn’t feel lost or overwhelmed. I appreciated starting with the basics of navigating the dashboard before moving on to using the dialer and calling tools. The database feature was introduced at the right time, which helped me see how it fit into the overall workflow. One small issue was that some of the automatic update explanations felt a bit rushed. Despite that, the telephonic support helped clarify a couple of confusing points along the way. The invoicing and payment process was clear from the start. So I would say the onboarding felt well structured with just a few minor spots that could be smoother.