Search Results for “Dashboard” | 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

Users and permissions

Settings & admin

> Users and permissions

Managing users in Rizer controls who has access to your recycling data and what they can do with it. As your team grows or changes, you’ll invite new members, adjust permissions, and occasionally deactivate accounts. This article covers user management — inviting team members, understanding roles, managing access, and handling common user administration tasks. Accessing … Users and permissions

Tracking performance

Email nurturing

> Tracking performance

Understanding how your nurturing workflows perform helps you optimize messaging, timing, and targeting. Without performance data, you’re guessing. With it, you can see what’s working, what’s not, and where to focus improvement efforts. This article covers the metrics available for email nurturing, how to interpret them, and how to use data to improve your workflows. … Tracking performance

Reports & analytics

> Reports & analytics

Rizer turns every closed-lost deal into structured data. Every recycle reason you assign, every callback date you set, and every won-back deal gets captured and rolled up into reports that help you see patterns you’d otherwise miss. This article covers the dashboard and all nine reports available in Rizer across the three reporting pillars: Sales … Reports & analytics

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