when it finally clicked, things fell into place
I have to say that the training and onboarding wasn’t perfectly linear but that’s kind of understandable with all the new software features. At first, I was trying to jump ahead and play with calls and the database before fully completing the initial tutorials. That led to a bit of confusion since some steps felt like they should come later. But once I settled into the recommended order and followed the training modules one by one, it really clicked and I started feeling confident using the dialer and understanding the automatic updates. The sign-up and invoicing explanations were clear from the start but the real aha moment was when the calling tools made sense because then the workflow just slotted together nicely. A small snag is that some of the on-screen tips seemed a bit out of sync with what I was supposed to do next, but overall the onboarding made sense and became intuitive.