Creating an alert
Go to a client's file or to a group;
Go to the "Reports" tab;
In the top section, click on the "+".
If you already have alerts created, they can be enabled or disabled. Otherwise, you can create one from here.
Choose a data for which to be alerted;
Choose the alert settings;
Enter the title and Confirm.
You can create an alert that will notify you when your customer's motivation drops below 5/10.
To do this
Choose the item "Motivation level";
Then in the settings section, choose the “ < ” ;
Then choose “What: A fixed value ”;
⚠️ Select the blank in the right hand zone;
Finally, enter a title for your alert and click on "Create".