A little overwhelmed, any good resources for support on workflow?

A little overwhelmed, any good resources for support on workflow?

Hi everyone!

I have a small service business based in the UK. We mostly on 'on site' work.

Our workflow is essentially:

Incoming enquiry from a number of sources (phones, social media, email).
Quote project (large range of items from large amount of suppliers)
Win Quote
Attend project and install the quoted materials/services

Currently we dont do any form of stock/sku management.

Ive signed up to ZoHo One on a trial.

But im unsure where to start!

Ive basically created some contacts in CRM (but unsure whether i should have created accounts rather than contacts?!).

I went to create a quote. Where this asked for products it wanted manual SKUs entering, a quick google shows ZoHO Inventory can automate the SKU process?

So should i populate ZoHo Inventory first?

I'm just unsure of where to start basically!