Alerts allows Partners to manage their growing portfolio of clients more efficiently by notifying selected team members whenever clients meet customized thresholds. Within the Alerts tab you can view all alerts that have been triggered along with managing and creating alerts as well. To do so, first navigate to the Alerts tab:
From here you’ll have two views to select from: Events and Manage; within the Events tab is where you can view all alerts that have been triggered
Under the Management tab you can view and edit all alerts that have been created, along with creating new alerts as well.