Underwhelmed by the onboarding steps order; could be better organized
I felt quite disappointed with the training and onboarding flow as the sequence of steps did not follow a logical progression. The initial setup instructions were scattered, making it hard to connect the dots quickly. While the basic functionalities were eventually understandable, the order in which the modules appeared created confusion. It would have been better if the system started by explaining the calling tools before moving on to database features, but instead, it felt jumbled. On the positive side, the telephonic support was available and somewhat helpful when I sought clarifications. Also, sign-up and invoicing were straightforward processes, which I appreciated. Despite those points, the awkward training sequence made the overall experience less effective for me.