pretty good onboarding but could use more clarity
The onboarding and training experience was generally good with clear language used in the menus and guides. I appreciated that the instructions for using the calling tools and dialer were detailed enough for me to understand without feeling overwhelmed. However, I found some of the labels in the database section a bit ambiguous, which led to some trial and error in how best to organize data for my workflows. The sign-up and invoicing process was straightforward but lacked any extra orientation about what steps would follow. While the training was comprehensive, a little more context about why certain features are designed the way they are would have helped. In essence, the software’s wording mostly made sense but sometimes assumed prior familiarity that beginners might not have. Overall, I was satisfied but felt the onboarding could include more background explanation to make a smoother entry. I definitely recommend the training, but some aspects could be clarified further to avoid confusion.