Training was good but still missed some basics I expected
I went through the WFHI training and onboarding to get a feel of running remote workflows better than before. Compared to other platforms I've tried, the style here was more structured but somehow it felt like some basic sections were skipped. Like during the initial setup, it covered the software installation and sign-in quickly, but I had to search on my own to understand how to schedule calls using the dialer effectively. The database training part was somewhat helpful, yet I expected more hands-on examples. It did provide automatic updates info, but the real-time use wasn’t demonstrated clearly. For the calling tools, a bit more clear guidance on handling multiple contacts would’ve been nice. Their telephonic support was approachable though not always instantly available. I appreciated the invoice and payment walk-through during training, which was simple and neat. Overall, the flow was decent but it lacked the depth I was hoping for compared to my previous experiences with similar software onboarding.