Search Results for “Actions” | Rizer Recycling Knowledge Center

Release Notes

Help

> Release Notes

Stay up to date with what’s new in Rizer Recycling. This page covers recent updates and improvements. How We Release Updates Rizer is a cloud-based application, so updates are deployed automatically. You don’t need to download or install anything — new features and improvements appear in your account as they’re released. We typically release: When … Release Notes

Troubleshooting

Help

> Troubleshooting

When something isn’t working in Rizer, this article helps you diagnose and fix it. Problems are organized by symptom — find what you’re experiencing and follow the steps to resolve it. HubSpot Connection Issues “New Scopes Required” Message Symptom: What it means: Solution: This doesn’t disconnect anything — it just adds permissions. Connection Loops or … Troubleshooting

HubSpot integration settings

Settings & admin

> HubSpot integration settings

Your HubSpot connection is the foundation of Rizer Recycling. Everything flows through it — lost deals come in, recycled opportunities go back out, contacts sync, and the Rizer card appears in HubSpot records. When the connection works smoothly, you barely notice it. When something’s wrong, everything stops. This article covers how to manage your HubSpot … HubSpot integration settings

Quick start guide

Getting started

> Quick start guide

You’ve connected HubSpot and finished the onboarding wizard. Now what? This guide walks you through your first actions in Rizer Recycling — the things you should do in your first 30 minutes to make sure everything is working and to start getting value from the system. By the end, you’ll have recycled your first deal, … Quick start guide

Onboarding wizard

Getting started

> Onboarding wizard

After connecting your HubSpot account, the onboarding wizard guides you through configuring Rizer Recycling. This is where you tell Rizer which deals to import, where to create new opportunities when you re-engage, and set up competitor and missing feature tracking. The wizard takes about 20-40 minutes to complete. You can skip steps, but it’s worth … Onboarding wizard

Connecting HubSpot

Getting started

> Connecting HubSpot

Rizer Recycling runs on your HubSpot data. Before you can start recycling deals, you need to connect your HubSpot account so Rizer can access your pipelines, deals, contacts, and companies. This article walks you through the connection process and explains what happens behind the scenes. Before you connect Let’s make sure you have everything you … Connecting HubSpot

Key concepts and glossary

Getting started

> Key concepts and glossary

Before you dive into Rizer, it helps to understand the language. This article explains the terminology and concepts you’ll encounter throughout the platform. Bookmark it – you’ll probably come back here a few times as you get started. The big picture concepts Recycling Recycling is the core idea behind everything Rizer does. When you recycle … Key concepts and glossary