Training and onboarding took its own time
Starting with the training and onboarding, the initial step was signing up and getting access to the main software dashboard, which was straightforward. Then the training modules unfolded in a sequential manner, beginning with an overview, followed by detailed instructions on the calling tools and the database feature. I found these steps sensible, but the pacing was a bit slow at times, which extended the overall process. The dialer training was comprehensive but could have been condensed, as it felt repetitive. Automatic updates were mentioned but not demonstrated early, leading to some confusion about versions. Telephonic support was available during this period, and while helpful, I had to follow up several times for clarifications. The invoicing and payment steps were clearly explained toward the end. Altogether, the order of steps made logical sense, but the entire onboarding stretched longer than I had expected. Despite this, I appreciate the thoroughness and believe it sets a good foundation for using the software effectively.