Training was a bit hit-and-miss overall
I’d say the training and onboarding process was a bit mixed for me. On the one hand, the initial explanations about using the software’s dashboard and the calling tools were clear enough to get started without too much struggle. The step-by-step guides helped me set up my database and understand how automatic updates would apply to my workflow, which I appreciated. However, some of the later training modules felt a bit rushed, especially when we got to using the dialer with the telephonic support features. I wasn’t always sure what “Best practices” for calls meant in this context, so I had to pause and rewatch some videos. Even though I found the sign-up process and invoices straightforward, the onboarding didn’t flow as smoothly as I expected. Still, the priority assistance was available when I had questions, so that balanced out some of the confusion. I’d say it was a fair experience since both clear and unclear parts were present.