Tudor Totolici

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

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

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

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

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

Email nurturing DNS setup guide

This is a generic, step‐by‐step guide that you can use to set up the three required DNS records to enable email sending with our Email nurturing. This guide is designed to work with most DNS providers, whether you’re using your domain registrar or a third-party DNS host. DNS set up Log In to Your DNS … Email nurturing DNS setup guide

Dashboards and analytics

Workflow performance

Nurturing audience

Workflows