The onboarding helped but could have been better organized
I did manage to get through the training provided by WFHI and found it helpful in a general sense. The software interface was familiar enough, but the sequence of onboarding steps was a bit confusing. Rather than a clear progression from simple tasks to complex ones, it jumped around a bit. I ended up revisiting several sections multiple times to fully understand the use of the database feature and calling tools. The dialer setup was not too complicated, though I still got stuck sometimes because the instructions were vague. Payment and invoicing were easy to follow, and I appreciated the automatic updates that kept everything current without extra input on my part. In the end, I am using the software confidently, but I do wish the training had been better structured so that the learning curve was not quite so steep. I would say the onboarding resulted in me achieving my goals with the system, but the process itself left me wanting a more logical order for the lessons and steps.