Add Companies
The first company to add is your own followed any company that can refer clients to you. A company may refer employees to you directly or one company may act as a specialist referrer for many companies.
Add Clients
As you accept clients you can record their contact details and add them to your own company (direct client) or to a third party employer or referring company (referred client)
Record Activities
Activities are typically meetings you arrange with contacts, typically clients, but can also be general purpose meetings with non clients.
Accept Payments
In the case of direct clients you can record payments and allocate them to their activities. In the case of companies you have the option to generate an invoice (referencing one or more activities) and allocate any payment/s received to that invoice (and by default its activities)
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