video1.0<iframe src="https://www.loom.com/embed/c26cfcec25c54576b1728ce6c85daa83" frameborder="0" width="1110" height="832" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>8321110Loomhttps://www.loom.com8321110https://cdn.loom.com/sessions/thumbnails/c26cfcec25c54576b1728ce6c85daa83-c05a8b198c711be7.gif341.5037In this video, I walk you through the setup and customization of our retention or milestone automations, specifically focusing on how contacts are entered into them. We have three default milestones for agents: the second, fifth, and tenth inspections, and I demonstrate how to modify these automations to create additional milestones, such as the 20th inspection. I explain the importance of the goal feature, which helps streamline the automation process by pulling contacts towards desired outcomes. I encourage you to explore adding emails, tasks, and other follow-up steps to enhance engagement with your contacts. Please take action by reviewing and customizing your automations to better fit your needs.