I am going to echo something similar to what several others have posted. I'm  trying to find a step-by-step guide for administrators to set up a new Zoho system, and associated best practices. There are several videos, and documentation of features, if I know what to look for. I am tech savvy, but short on time to prove this system to our President. A Quick Start walk-through of a sample company would make life a lot easier for many folks.

I'm looking for something like:

Step 1: Establish personal settings

Step 2: Enter Company Details

Step 3: Add users.

Step 4: Create products

Step 5: Set up your deals workflow (here's an example)

Etc.

Where things are falling short for me are some basic best practices, and examples that would apply to most companies. For example:

* What would be a good starting place for Security Control settings for a sales rep Profile? There must be 100 toggles. I don't have time to read about permissions for 100 settings just to establish a user profile.

* What are the Top 3 Sales reports that most companies would use?

* Where is a default RFQ workflow example? RFQ > Mgr. Approval > Quote > Notification to rep?

I realize you have many configuration options, but it's overwhelming. If I want something going quickly, a basic here's how a new admin would set up a generic company would be a huge benefit. What can you point me to?