The training and onboarding sequence was generally solid, with a clear path laid out from the start.

The training and onboarding sequence was generally solid, with a clear path laid out from the start.

The training and onboarding sequence was generally solid, with a clear path laid out from the start. First, I was introduced to the software basics, and then gradually moved on to more detailed workflows involving the calling tools and database integration. Each step seemed logically placed so I could build on what I had learned before, which I appreciated. However, one thing that stood out was how the invoicing and payment portions were somewhat tucked away instead of being addressed early in the process. It felt like an afterthought and meant spending additional time searching for relevant sections later on. That minor inconvenience aside, the automatic updates kicked in smoothly throughout, ensuring that I always had the latest features during training. Setup of the dialer was included in the sequence and it didn't cause any unexpected issues, so that was a plus. Overall, the onboarding felt sensible enough to let me get up and running quickly without overwhelming me. I'd say it's a straightforward approach and mostly well-organized without unnecessary distractions.