Search Results for “Deals” | Rizer Recycling Knowledge Center

Recycling deals with Rizer

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

Understanding Deal Associations in Rizer Recycling

HubSpot connection

> Understanding Deal Associations in Rizer Recycling

When you recycle deals in Rizer, you’ll often see those deals tied to different companies and contacts at different times. That’s completely normal—and it’s actually a big part of what makes Rizer effective. These associations help keep your data organized and your sales follow-up smart. In this guide, we’ll walk you through how these connections … Understanding Deal Associations in Rizer Recycling

Finalize setup

Onboarding

> Finalize setup

This guide explains how to finalize your setup, ensuring your Rizer system is fully configured. Completing these steps before daily use ensures more accurate tracking, effective nurturing, refined competition monitoring, and improved overall results. Add Missing Features Adding missing feature requests helps you clearly and consistently track product improvements needed by your customers or prospects. … Finalize setup

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 leads or a deal, managing feature requests and competitor insights, re-engaging leads and deals back in HubSpot, and tracking recycled leads and deals on your dashboard. Recycle a lead in HubSpot Leads are recycled in Rizer automatically when … 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 Before doing anything else, connect your HubSpot account to Rizer: When you approve the connection, HubSpot shows a list … Initial setup

Re-engage a deal from Rizer

Recycling

> Re-engage a deal from Rizer

This article explains how to re-engage recycled deals from Rizer back into HubSpot. Re-engaging lost deals allows you to revive potential opportunities at the right time, based on callback dates, feature updates, or market changes. How re-engagement works When a deal reaches its callback date (or when a linked condition is triggered, like a missing … Re-engage a deal from Rizer

Dashboards and reports

Recycling

> Dashboards and reports

Rizer gives you complete visibility into how your lost deals and leads are being recycled. Two areas work together to provide this: the Dashboard for high-level monitoring, and the Reporting section for deep-dive analysis. Used together, they help your sales, product, and leadership teams spot opportunities, fix weaknesses, and win back more revenue. The Dashboard … Dashboards and reports

Workflow performance

Email nurturing

> Workflow performance

Rizer gives you detailed performance metrics for every nurturing workflow, so you can track engagement, optimize messaging, and understand how your recycled leads and deals respond over time. Where to find workflow performance To view workflow performance: You’ll see a full breakdown of results, from audience size to individual step metrics. Highlights section At the … Workflow performance

Nurturing audience

Email nurturing

> Nurturing audience

Each workflow in Rizer targets a specific audience of recycled deals and contacts. You can choose between two audience types: Dynamic or Static. Dynamic Audience A dynamic audience updates automatically based on the filters you define when creating the workflow. Rizer constantly checks for new contacts that match your criteria and adds them in, while … Nurturing audience

Workflows

Email nurturing

> Workflows

Workflows let you automate nurturing emails for recycled deals and leads. By creating a workflow, you can decide who to target, when to contact them, and what messages to send — all in an organized, repeatable sequence. Access Workflows Go to Nurturing. Here you’ll see your list of existing workflows and the option to create … Workflows

Estimates

Uncategorized

> Estimates

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

Account open wizard

HubSpot connection

> Account open wizard

After completing the onboarding wizard, Rizer automatically sets up several features to jumpstart your recycling efforts: Don’t worry if these automatic settings aren’t perfect for your needs. You can easily adjust, edit, delete, or change any of these settings at any time as you get more familiar with the platform.

Connecting Rizer with HubSpot

HubSpot connection

> Connecting Rizer with HubSpot

This guide walks you through linking your HubSpot account to Rizer. Once connected, you’ll be able to start the onboarding wizard and set up recycling right away. Step 1: Start the connection Click the Rizer sign-up link you received from our team. This creates your new Rizer account and begins the HubSpot connection process. Step … Connecting Rizer with HubSpot

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