Training lacked clarity on key steps, left me stuck
Reflecting on my experience with the training and onboarding, I found that many important concepts were not explained as clearly as I had hoped. When I first started, I was eager to understand how to set up the calling tools and integrate the database effectively into my workflow, but the instructions felt vague or assumed prior knowledge I didn't have. There were times I found myself guessing what to do next or searching elsewhere for clarification, which caused delays and frustration. The onboarding flow didn’t build progressively enough, especially regarding use of the dialer feature, which was crucial for my work. Additionally, the invoicing and payment process details were not highlighted well, so I was unsure until after the fact if I had completed each step correctly. Looking back, I think the training could benefit greatly from more explicit, stepwise guidance and examples. Unfortunately, this lack of clarity meant I struggled longer than necessary before getting comfortable using the software effectively in my remote setup.