Took a bit longer than expected but got there
I wasn’t really sure what to expect when I started looking into the sales and pre-purchase steps, and honestly it did take me a bit longer to figure things out than I initially thought. It’s not like the info wasn’t there; actually, there was quite a bit of documentation and guidance provided, but I realized a good chunk of the setup I had to piece together on my own. That involved going back and forth between the training dashboard and the calling tools, and sometimes the documentation didn’t spell out everything in the clearest way. Still, once I got the hang of the sequence, the database syncing worked well and the dialer function was pretty smooth day to day. The onboarding took more time because I wanted to understand exactly how everything fit together, so while it wasn’t instant, the overall experience was okay and nothing felt broken or frustrating, just a bit slow going at first. It’s like when you buy something new that requires some tinkering – you have to invest time early on to save time later. Plus, the automatic updates seemed to help without forcing me to redo steps, which was nice. Payment and invoice stuff was seamless too, so that didn’t add stress. So yeah, it took time but in the end I was glad I stuck it out and worked through it at my own pace.