Dialer setup went smoothly but I had to figure out reporting on my own
The dialer tool setup was quite straightforward; the training materials helped me get through that part without much trouble. I was able to see how to upload contacts and start making calls fairly quickly, which was a relief. Where it got trickier was when I wanted to understand how to export call reports and use the database filtering properly. The guidance there was light, so I spent quite a bit of time trying things out before I got it right. The telephonic support answered some questions but they mostly pointed me back to the manuals. So, while I managed to get the key features working, I felt like some parts definitely required more self-navigation than I would have liked. On the plus side, the sign-up and payment steps were clear, and I appreciated the automatic updates that didn’t disrupt my workflow much. But I’d say the reporting piece needs better instructions.