The sequence was a bit hit-and-miss, honestly
When I first started with the software and tried to follow the steps laid out for sales setup, some of the order made sense. The initial steps on signing up and setting up basic profiles were straightforward. However, midway, the process jumped around a bit—especially when it came to setting up the dialer and database integration. It felt like I was backtracking or skipping important steps before moving forward again. This disjointed flow made things more confusing and slowed me down more than I expected. On the plus side, the invoicing and payment steps flowed logically and were simple to handle. Also, the automatic updates happened quietly without interrupting my workflow, which was nice. Still, for someone trying to get everything set up for the first time, the order of tasks could definitely be improved to be more intuitive. It wasn’t a complete mess but definitely not as smooth as I had hoped based on their intro materials.