Unexpected confusion in the labels
I signed up wanting to understand the sales process better, but I was taken aback by how confusing some of the wording in the software was. Initially, I thought the labels on various buttons and options were clear, but as I navigated more, it became apparent that the terms used were not entirely intuitive. For example, the section marked as 'Client Engagement' seemed like it should have held my contact database, but instead it was more about campaign tracking. While I appreciate the effort to categorize different functions, the overlap in naming created uncertainty about where to find critical information during pre-purchase steps. On the plus side, the help pop-ups did sometimes clarify things when clicked, so that was useful for quick questions. However, overall the inconsistent labeling slowed down what I hoped would be a straightforward setup. I was surprised that a solution designed for remote workflows did not put more thought into making the user interface easy to parse for first-time customers. This mismatch between expectation and reality made me hesitant to fully rely on the software without further training support, which feels like it should be part of the entry experience to avoid confusion.