Update: All Q2 narratives (Jan 1 - Mar 31) must be entered by April 12th.

. Reminder: Do not enter a business start date for a preventure client unless you have a signed attribution form ready for upload.

Reminder: Frequent (or scheduled) follow-up activity with pre-venture clients helps to ensure that you capture business starts in a timely manner. Neoserra has a built-in email template that clients can use to provide electronic attribution!