The Milestone series is triggered by the number of years a customer has been in business with you. The default is 5 years, however, most brokers opt for three Milestone emails, one for 3 years, one for 5 years, and one for 10 years.
The Milestone series is triggered by the number of years a customer has been in business with you. The default is 5 years, however, most brokers opt for three Milestone emails, one for 3 years, one for 5 years, and one for 10 years.