The onboarding steps mostly followed a logical progression
The overall result of the onboarding flow was positive because the steps were mostly laid out in a sensible and sequential order. When I first signed up, the process took me through the basics like setting up my profile and payment details first, which felt natural. Then, the training modules started with the fundamentals of how to use calling tools and the dialer, which was a good foundation. What worked well was that the database features came only after I got comfortable with calling, which helped avoid overwhelm. One small catch was that sometimes the automatic updates seemed to roll out in between my training steps, so I occasionally had to adjust to new layouts or features mid-way, which was slightly disruptive. Otherwise, the telephonic support was easily accessible when I needed it to clarify things at different stages, which supported the flow well. Invoicing and payments followed after most user setup was done, which kept the focus on learning first and stuff like billing later. So, the structured sequence helped me complete the onboarding without feeling lost or skipping important parts.