Search Results for “Feature requests” | Rizer Recycling Knowledge Center

Missing features

Reports & analytics

> Missing features

When a prospect doesn’t buy because you’re missing a feature they need, that’s valuable information. Tracking these feature requests helps you prioritize your product roadmap and — when features are implemented— automatically identifies warm prospects to contact. This article covers how missing feature tracking works in Rizer, how to set it up, and how to … Missing features

Frequently Asked Questions

Help

> Frequently Asked Questions

Common questions about Rizer Recycling, organized by topic. If you don’t find your answer here, check the detailed articles in our documentation or contact support. General questions What is Rizer Recycling? Rizer Recycling is a HubSpot add-on that helps sales teams re-engage lost deals and leads at the right time. It tracks closed-lost opportunities from … Frequently Asked Questions

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

AI suggestions

Recycling (Deals & Leads)

> AI suggestions

Rizer uses AI to analyze your lost deals and suggest how to handle them. Instead of manually figuring out why each deal was lost and when to follow up, the AI looks at deal notes, communications, and patterns to give you a starting point. This article explains how AI suggestions work, where you’ll find them, … AI suggestions

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

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

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