Satisfied overall, though I learned a lot on my own
Looking back on my experience with the training and onboarding, I realize that while the provided materials were useful, a good portion of the learning came through figuring things out myself. The initial sign-up and setup instructions were clear enough to get started, but many day-to-day details required trial and error or going through the software myself to understand fully. The dialer and calling tools, for example, worked reliably, but discovering all their functions took some exploration. The database feature aligned reasonably well with my workflow, though I had to adapt how I stored and retrieved information over time. Automatic updates introduced new elements from time to time which sometimes needed me to reread sections or consult telephonic support. Speaking of support, I found their responses helpful but expected some back-and-forth before getting exactly what I needed. The invoicing and payment flows were straightforward once I got accustomed, but it was not always intuitive at first glance. Overall, the training gave me a framework, but much of the confidence in using the software came from self-directed learning after I started using the tools daily. Reflecting on it now, I appreciate the balance between guided content and hands-on discovery, which helped me retain what I learned and continue using the platform effectively.