Understanding how Zoho works
INTRO: I own a business that has 4 sales employees (including me). I signed up for Zoho Business today and it looks great, however, I have many questions.
1- Do I need a user account for myself as well as a superuser/admin account? Or, should the superuser account be my daily user account (use my nickname)?
2- I invited myself to join to see what will happen when my employees get their invite email. I was surprised to see that the settings I setup for the "main" user did not flow to the new user, why? I am attempting to use this as a portal to provide consistency to all 4 users, is this not possible?
3- Is the "Contacts" manager in the main site different from the CRM application that has to be installed? Will all users have to install the CRM? Can I restrict users from seeing my contacts? As the superuser will i see their contacts?
4- I want to be able to prepare quotations online and email them to contacts. Is this best performed from an Excel template that I upload? Or, is their a Zoho application that takes care of this once I load the products online?
5- As in questions, I would like to prepare monthly/quarterly/annual sales forecasts for each sales person, for various suppliers, advice here?
6- I do not want to use the Zoho email service, can I remove it from the profile? If I decide to use it can i monitor employee emails?
This will be the first of many questions, thanks for your help! Tony