3 out of 53 of 5Verified purchaseSales and pre-purchase
steps were hit and miss, overall okay
The order of the onboarding steps seemed logical at first because it walked me through the sign-up then the software basics. However, some steps felt out of place, like having to deal with invoicing details before fully exploring the calling tools. On the other hand, the database setup came at a good time since I had already gotten a feel for the rest. Overall, I’d say the sequence was decent but could use some tweaking to make the flow smoother and reduce backtracking, though everything eventually came together without too much hassle.