1. To create an alert, click on the Create Alert button, which will bring you to the following screen:
2. From here select the alert you wish to create; the name and description of the alert will appear above the alert list. Once you have selected the alert you wish to create, click the Continue button.
3. Enter the number of days and the monetary threshold for triggering the alert, then click Continue
4. Select the users you wish to receive notifications once the alert is triggered; selected users will be indicated by a checkmark to the left of their name. Once you have selected all of the users to receive notifications, click Continue.
5. Next, you can either choose to have the alert apply to all businesses or limit which businesses the alert will apply to:
6. If you choose All Businesses Selected, then click the Create Alert button. The new alert will then appear in the Manage section under the Active tab.
If you choose to limit your selection, click on the businesses you wish the alert to apply to; selected businesses will be indicated by a checkmark to the left of their name. When finished selecting, click the Create Alert button.
7. The new alert will then appear in the Manage section under the Active tab.