Search Results for “Deals” | Rizer Recycling Knowledge Center

Recycling deals with Rizer

Deal recycling

> Recycling deals with Rizer

The Rizer Recycling app streamlines your deal management process by allowing you to quickly recycle deals in HubSpot. This feature enables you to track and follow up on leads or deals that were not successfully closed, ensuring that every opportunity is managed effectively. 1. Navigate to Deals in HubSpot 2. Select the Deal to Recycle … Recycling deals with Rizer

Start using Rizer

Onboarding

> Start using Rizer

In this guide, we’ll cover the primary processes to help you get started with Rizer: recycling a deal, managing feature requests and competitor insights, exporting deals back to HubSpot, and tracking recycled deals on your dashboard. Recycle a deal in HubSpot Recycling a deal with Rizer is as simple as selecting the right deal and … Start using Rizer

Initial setup

Onboarding

> Initial setup

This setup guide will walk you through connecting Rizer to HubSpot, setting up your account, and adding our custom card to your HubSpot views—all in a few simple steps. Let’s dive in! Connect Rizer to HubSpot Get started by linking your Rizer account to HubSpot. Here’s how: Complete the account onboarding wizard Next, let’s configure … Initial setup

Export a deal from Rizer

Deal recycling

> Export a deal from Rizer

This article explains how to export recycled deals from Rizer to HubSpot. Recycling lost deals allows you to revisit potential opportunities. Follow these steps to transfer recycled deals into HubSpot. Exporting the deal Every day, at the end of the day, Rizer will automatically export completed recycling deals into HubSpot as new deals. The number … Export a deal from Rizer

Estimates

Uncategorized

> Estimates

Access Estimates: In the “Settings” menu, click on “Estimates.”

Account open wizard

HubSpot connection

> Account open wizard

Configuring the middle tab

HubSpot connection

> Configuring the middle tab

The Rizer Recycling app allows you to customize the display of key recycling data and functionalities directly on your HubSpot records. This guide walks you through the process of creating a new middle tab and adding Rizer Recycling app cards. Prerequisites Step-by-Step Instructions Additional Tips

Configuring the right side card

HubSpot connection

> Configuring the right side card

The Rizer Recycling app allows you to customize the display of key recycling data and functionalities directly on your HubSpot records. This guide walks you through the process of adding these cards to a specific object view in HubSpot. Prerequisites Step-by-Step Instructions Additional Tips