Smooth onboarding, could reorder a step
The training and onboarding process of the software felt mostly well-planned and easy to follow. First, I signed up and completed the initial profile setup, which was smooth and quick. The training started with an overview of the dashboard and key features like the calling tools and dialer function, which I appreciated because it gave me context upfront. Following this, the onboarding guided me through using the database to manage contacts effectively, allowing me to set up my workflows with clarity. However, I did find that the automatic updates section came quite late, after I had struggled a bit with older interface versions. I think if that part was covered earlier in the process, it would have saved some confusion. The telephonic support was introduced early on, which helped me feel supported throughout, although I wished their priority assistance was highlighted better in the early steps. Overall, I felt comfortable finishing the onboarding and training, despite some minor adjustments in the order of lessons making it even more seamless. It's an experience I would expect to improve with some fine-tuning on sequence.