Training could've been clearer on the onboarding steps
Starting out, I really appreciated how the initial sign-up and invoicing process was straightforward and I didn't face much trouble there. However, once I got into the onboarding flow and tried to set up the database with contacts and integrate it with the calling tools, things became confusing. The training material offered was helpful in parts but lacked detailed step-by-step explanations for some critical features. For example, the automatic updates process seemed to happen in the background but I wasn't sure if it caused any changes to my workflow or system settings. I found myself needing to figure out quite a few things on my own, which slowed my setup progress. That said, when I finally reached out for telephonic support, they were patient and did their best to guide me, which I appreciated. Still, I expect that having clearer training at the start would save time and avoid frustration. Next time, I will probably need some additional help again just to be fully confident using all the software capabilities smoothly. So while there were good aspects, the onboarding experience definitely left room to improve, especially for new users like me.