Search Results for “Leads” | Rizer Recycling Knowledge Center

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

Email nurturing overview

Email nurturing

> Email nurturing overview

Core elements

Feature requests

Deal recycling

> Feature requests

Adding a new feature request Editing an Existing Feature Request The “Feature Requests” screen allows you to:

Competitors

Deal recycling

> Competitors

Competitors

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