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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

Connecting Rizer with HubSpot

This guide walks you through linking your HubSpot account to Rizer. Once connected, you’ll be able to start the onboarding wizard and set up recycling right away. Step 1: Start the connection Click the Rizer sign-up link you received from our team. This creates your new Rizer account and begins the HubSpot connection process. Step … Connecting Rizer with HubSpot

Configuring the middle tab

The Rizer Recycling app allows you to customize the display of key recycling data and functionalities directly on your HubSpot records. This guide walks you through the process of creating a new middle tab and adding Rizer Recycling app cards. Prerequisites Step-by-Step Instructions Additional Tips

Configuring the right side card

The Rizer Recycling app allows you to customize the display of key recycling data and functionalities directly on your HubSpot records. This guide walks you through the process of adding these cards to a specific object view in HubSpot. Prerequisites Step-by-Step Instructions Additional Tips