Unexpected order of training steps
When I started the onboarding process, I expected a logical sequence where each step builds on the previous one. Surprisingly, some steps felt out of order, which made it harder to follow than I anticipated. For example, I was introduced to the calling tools before the database feature, even though I had not yet learned how to set up and use client information, which is crucial for making calls efficiently. This confusion slowed down my initial progress and created some frustration. However, the training modules themselves were clear once I finally reached them, and the automatic updates kept the system current without any extra effort on my part. I also appreciated the telephonic support available during onboarding, although it wasn’t always immediately helpful with the order of steps. The invoicing and payment process at sign-up was straightforward and well explained. Overall, the structure surprised me negatively, but once through the initial confusion, I could work fairly comfortably with the software and tools provided.