the moment I figured out the call tracking
A lot of the training was accessible but not fully detailed, so I ended up spending time figuring out parts of the workflow on my own. It wasn’t difficult overall, but the real breakthrough came when I started grasping how to use the call tracking features properly. That part stood out because before that I was unsure if calls were being logged automatically or if I had to do something manually each time. Once that clicked into place, it gave me a clearer understanding of how the dialer and database connected behind the scenes. Other than that, many steps of the onboarding process felt somewhat basic and left me to fill in gaps without much guidance, especially around integrating certain workflow components. The software itself works well, but I had hoped for a more comprehensive walk-through. My usage over the first week improved as I combined the official training with my own trial and error. Overall, one important detail stood out for me in the training, but most of the rest was less memorable and required me to do some learning outside the provided resources.