The moment the labels made sense was at the database setup
When I first started the onboarding process, I found some of the terms confusing, especially with the calling tools and the dialer sections. At first, I wasn’t sure what certain labels like ‘Call Queue’ or ‘Callback Priority’ really meant in the context of my workflow. As I progressed and used the training modules, I began to see how these fit together smoothly when setting up the database itself. That was the point where everything clicked for me—the labels made sense, and the sequence of steps seemed logical. Still, some of the earlier wording in the invoicing and billing setup felt vague, which held me back a bit. Overall, the training was helpful in making the software accessible, but I’d say some refinements in the labeling could speed up new users’ learning curve. Despite this, I was quite pleased with how the system ultimately came together for me.