Training onboarding took some real effort this time
The training and onboarding process required more effort than I initially expected, which might mean I’ll need help again next time I upgrade. There was one particular session on using the database feature and integrating it with the calling tools that took considerable attention and repeated practice. While the training was thorough, certain areas felt dense and not as intuitive, like configuring the auto-updates settings which required multiple attempts to get right. Outside of that, signing up and managing invoices was straightforward, and telephonic support was responsive when I reached out. I appreciate that the workflow automation is quite powerful though, so while the setup took time and concentration, it was worth it. If I need to revisit training for new features, I probably will ask for additional assistance rather than trying it alone. Overall, it’s well designed but not zero-effort to master the whole package.