Steps not quite in the order I expected
I found the onboarding flow a bit puzzling at first because the steps didn’t unfold in an order that felt logical. Instead of starting with accessing the database and then moving on to the calling tools, I was prompted to schedule calls before having databases properly set up. The training covered the essentials but lacked a bit of clarity regarding sequencing, which made the process feel less streamlined. Despite this, the invoicing and payment parts were well laid out, and the automatic updates functioned without issues. Telephonic support was available but didn’t always clarify the procedural steps I was uncertain about, which was surprising given their role. Overall, I managed to get everything running, but the ordering of tasks within the software and training struck me as something that could definitely be improved for smoother navigation.