I signed up hoping to quickly locate the specific sales tools and resource guides, but I was surpris
I signed up hoping to quickly locate the specific sales tools and resource guides, but I was surprised by how cumbersome it was to get started. The initial menus seemed straightforward enough, but when I tried to navigate to the exact database filtering features and integrate the dialer for calling leads, it took more time than I expected. The search function didn’t help much because the keywords I tried yielded inconsistent results. However, the invoicing section was clearly laid out and easy to access, so at least I didn’t struggle there. I also noticed that automatic updates sometimes changed how things looked, which added to the confusion while I was still learning the platform. I think the onboarding flow could be less jumpy if the steps were organized more logically. I appreciate that the telephonic support was reachable when I called, even though the guidance I received wasn’t particularly helpful for the issues I had. Overall, it wasn’t what I hoped for in terms of ease of use at the start, and I had to invest more hours figuring out how to use even the basic features well.