Training faltered when the onboarding support didn’t catch my error
During the onboarding process, I encountered a problem where the software wouldn't sync properly with my existing database. The initial training had been clear about most of the steps, but it did not adequately prepare me for troubleshooting this type of issue. I tried following the guides provided, but they lacked detail on error handling, so I had to spend extra time figuring it out on my own. However, once I reached out for telephonic support, they were able to walk me through the solution quite efficiently. The live assistance worked well and helped me resolve the problem, but I wish the training materials themselves had been more comprehensive to prevent such hiccups. Setting up the dialer and using the calling tools went smoothly before the syncing problem arose, showing that the basics were covered well. The updates throughout the week didn’t cause further issues, so that part worked fine. Unfortunately, the gap in error management training meant I spent too much time stuck, which left me a bit frustrated. Invoicing and payment sign-up were simple and worked as expected, so no problems there. Overall, training was useful but didn't fully prepare me for all scenarios during onboarding, so some improvement is definitely needed in that area.