Training went well for database setup, but dialer was confusing initially
Hey! So, I decided to try out the WFHI training and onboarding since I wanted to get a grip on running remote workflows properly. The training sessions gave me a good overview, especially around setting up and managing the database feature, which actually went smoother than I thought. It was straightforward to upload and organize contacts, and the process of updating records was pretty intuitive too, so I’d say that part definitely helped me get started without any real issue. However, when it came to the calling tools and dialer, I got a bit lost. The instructions didn’t cover all the nuances, and I found myself stuck trying to figure out how to integrate it with the auto-dial features and call logging. I think I might need to contact support again next time I run into a problem because I’m not convinced I’ve mastered that part yet. Overall the onboarding was a mixed bag — database setup was a win, but the dialer functionality required a bit more patience and help. I’m happy with what I learned but yeah, another round of guidance wouldn’t hurt!