The point where onboarding did and didn’t click for me
After using the training and onboarding features for a while, I have mixed feelings about how well they matched what I initially expected. At first, I thought the sequence and content would be straightforward and helpful, and for some parts it was exactly that. The step-by-step tutorials gave me a decent grounding in using the dialer and database features, which made the actual software less intimidating. However, there were certain areas where the instructions seemed a bit generic, and I felt like some important details were glossed over. It wasn’t completely transparent, so I had to spend extra time figuring things out on my own. The automatic updates were a nice surprise since they kept the software fresh. Overall, the moment it clicked was when I realized I could customize some of the workflow options, but before that, I was a little lost. So yes, useful but with some scope for improvement.