Search Results for: Feature requests

Missing Features

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 ship — 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

Release Notes

Release Notes

Stay up to date with what’s new in Rizer Recycling. This page covers recent updates, improvements, and what’s coming next. 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 Release Notes

Frequently Asked Questions

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 provides reports that help you understand why deals are lost, track recycling performance, and measure revenue won back. Instead of guessing whether recycling is working, you have numbers that tell the story. This article covers the reports available in Rizer, what metrics they show, and how to use them to improve your recycling strategy. Reports & analytics

AI Suggestions

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

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 and come back Onboarding Wizard

Troubleshooting

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 Connection Shows Disconnected Symptoms: Possible causes: Solutions: Your data is preserved. Reconnecting resumes normal operation. Unable to Connect Initially Symptoms: Possible Troubleshooting

HubSpot Integration Settings

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

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