- Using Rizer
Learn to use Rizer CRM with tools for managing leads, deals, pipelines, actions, company and user timelines, and in-depth analytics. - Main menu structureThe main menu in Rizer CRM offers tools for managing sales performance, pipelines, leads, customers, and user settings.
- Add your first leadA step-by-step guide to input and manage leads, covering company, contact, source, and competitor details.
- Company page layoutCentralized lead management with sections for deals, products, emails, timelines, and financial information.
- Add your first dealCreate, manage, and track sales deals, including details, owners, and products.
- Pipeline viewsVisual sales processes with list and column views for managing deals and tracking progress.
- Winning a dealMark deals as won, close actions, and manage onboarding or retention.
- RecyclingOrganize, track, and re-engage past deals and leads to improve conversions.
- Company and user timelineDetailed timelines for companies and users with filtering by event type and date.
- Dashboards & AnalyticsReal-time sales metrics, scoreboards, forecasts, and revenue tables for financial analysis.
- Working with actionsCreate and manage calls, videos, meetings, and emails with flexible scheduling.