Webforms are a powerful tool for generating new leads and streamlining your sales process. By allowing potential customers to submit their information directly through your website, you can quickly capture valuable data and create new opportunities for your sales team. In this article, we’ll walk you through the process of creating leads with webforms and … Create leads with webforms
When you embed a Rizer webform into your website, you may want to customize its appearance to match your site’s design. This can be easily achieved by applying CSS styles to the webform elements. In this article, we’ll guide you through the process of styling an embedded Rizer webform. You can seamlessly integrate the Rizer … Styling an embedded webform
The Rizer API uses a JSON format for data and is capable of handling CORS (Cross-Origin Resource Sharing) requests. The API is stateless – all requests are validated against an API token. For now, you can use this only to create new leads in Rizer, and the contact people associated with them. You will be … Getting started with Rizer API
Using email in Rizer CRM is simple. You can send and receive emails, like you do in your normal inbox, link emails to existing companies, share emails with your team and keep track of all relevant conversations in the right place. Inboxes in Rizer CRM Rizer CRM provides you with two main inboxes in which … How to use email inside Rizer CRM
Email templates are a fast way for your team to improve communication and send a consistent message. Email templates can be used in the company page or in your personal message center. After you create an email template, it becomes available in the compose new email modal. The template has a different behavior depending on … How to use email templates
Rizer CRM offers two types of automated emails to streamline your sales and marketing processes: sales intro emails and marketing emails. These automated emails help you engage with your leads and customers efficiently, saving you time and effort. Sales Intro Emails Sales intro emails are automated emails that are sent to a deal contact immediately … Automated emails in Rizer CRM
To add Gmail addresses to Rizer, you must first authorize our domain name with your Gmail setup. This is simple to accomplish using the Google Cloud Platform. The article below will walk you through the process step by step. Visit https://console.cloud.google.com/ to get started. Sign in as an administrator for your company. Create and then … How to set-up your Gmail credentials
Setting up your OVH email account in Rizer CRM is a straightforward process that can be accomplished in just a few simple steps. By integrating your OVH email with Rizer, you’ll be able to seamlessly manage your email communications directly within the CRM platform, streamlining your workflow and enhancing your overall productivity. When setting up … How to set-up your OVH email
In Rizer CRM, actions can be attached to deals, onboarding groups, and retention groups. An action is always part of a stage and has an assigned action owner. There are four types of actions available: call, video, meeting, and email. Depending on the action type, you can set up different details such as participants and … Work with actions
The Action Sidebar in Rizer CRM is a powerful tool that helps you manage and organize your tasks efficiently. It provides quick access to your scheduled, to-do, and waiting actions, allowing you to stay on top of your daily responsibilities. In this article, we will guide you through the features and functionality of the Action … Action sidebar
