Training ok for beginners, confusing for some tasks
I started the training expecting a straightforward introduction to remote workflows, which I did get to some extent, but it wasn’t all smooth sailing. The onboarding videos were decent and covered basics like setting up the dialer and managing the database, but I found some parts confusing, especially around the calling tool integration where I was expecting more hands-on guidance. The updates coming in automatically were nice since I didn’t have to keep track, but I still felt a bit lost at times on what to focus on with the billing and invoicing workflow. The sign-up process was simple, but the training didn’t fully prepare me for how to manage the telephonic support interactions, which did happen a couple of times when I needed help with some dialer settings. I think this training would suit someone who’s relatively new to software tools but maybe not someone needing more advanced or customized workflow help. It’s useful, but I kind of circled back to wanting to learn more about the database features since I think they could help me a lot if the training was clearer on that.