Onboarding went well, though I'd still need help with dialer setup next time
I found the initial training pretty solid, especially the part where they went through the setup of the database and basic software navigation. Those sections went smoothly with no hiccups, which was a relief given my previous experiences with clunky onboarding programs. The automatic updates part also worked well, updating me about changes without me having to dig for info constantly. What I didn’t quite get the hang of perfectly was the dialer tool – it has a few layers of settings that I still find confusing. I expect I will need to call support again when I start working through those calling features in more detail next time I use the platform. The payment and invoicing process was crystal clear though, no issues there. All in all, the experience was good, but certain features will require another round of help on the training side to be fully comfortable with them.