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WFHI review

Training had its highs and lows on finding info

3 out of 53 of 5Verified purchaseTraining and onboarding

Training had its highs and lows on finding info

I found the training and onboarding process to be quite a mix in terms of how easily I could find the information I needed. On the positive side, the modules were structured well, and navigation within the software was fairly intuitive once I got the hang of it. The dialer integration setup was something that I managed to learn fairly quickly because there were clear steps included in the onboarding videos. However, I struggled when it came to understanding the database feature completely. It wasn’t always obvious where certain functions were located, and sometimes I had to dig through multiple menus to find what I wanted. The automatic update information was not always well highlighted either, so changes in UI sometimes caught me off guard. On the other hand, invoicing and payment explanations were straightforward, which helped avoid confusion during billing. Overall, training had its moments of clarity alongside some frustrating gaps, especially for complex features. I think if the search features or help guides were improved during onboarding, it could make the process smoother for new users like myself.

Veena SaxenaJammu and Kashmir, IndiaExperience: Published:
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The reviewer's payment for a named WFHI plan was matched to a WFHI record.

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