The moment it clicked was during the database setup
Reflecting on my experience with the sales and pre-purchase steps, I recall a point while setting up the database when things finally made sense to me. Before that, the order of steps felt a bit disconnected. Initially, I struggled to see how integrating the dialer with the database feature would impact my workflow because the documentation was brief on that linkage. However, once I understood that connection and saw it in action, the entire process became smoother in my mind. That said, the invoicing and payment sequence appeared straightforward and followed a logical order, so no issues there. The training that followed helped reinforce what I had figured out, but it was really that one moment during setup when the pieces came together. Looking back, the flow could have been clearer earlier on, but eventually, I appreciated how the steps aligned to support remote workflow management.