Training helped me finally get set up properly
After going through the training and onboarding, I finally reached the point where I could use the software properly. The moment when I understood how to use the database feature alongside the dialer was a big relief because that was initially confusing due to some unclear labels. The training materials were mostly helpful, although I didn’t find every section equally clear—I recall struggling with how some calling tools were described. Despite this, the onboarding guided me through sign-up and invoicing smoothly, and automatic updates kept my workflow current without getting in the way. The telephonic support was good when I needed it, but I didn’t require it often. By the end, I was satisfied with my ability to manage the system thanks to the parts of onboarding that made sense. While not perfect in clarity everywhere, the outcome was that I was ready to keep using the software for remote workflows.