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How Recycling Works

Recycling is the core idea behind everything Rizer does. It’s the process of tracking lost deals and leads until circumstances change and they’re worth pursuing again. This article explains how the recycling lifecycle works, what each status means, and how to decide when recycling makes sense versus when a deal is truly done. The Big … How Recycling Works

Quick Start Guide

You’ve connected HubSpot and finished the onboarding wizard. Now what? This guide walks you through your first actions in Rizer Recycling — the things you should do in your first 30 minutes to make sure everything is working and to start getting value from the system. By the end, you’ll have recycled your first deal, … Quick Start Guide

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

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

Key concepts and glossary

Before you dive into Rizer, it helps to understand the language. This article explains the terminology and concepts you’ll encounter throughout the platform. Bookmark it – you’ll probably come back here a few times as you get started. The big picture concepts Recycling Recycling is the core idea behind everything Rizer does. When you recycle … Key concepts and glossary

What is Rizer Recycling?

Rizer Recycling is a HubSpot add-on that helps sales teams win back lost deals. Instead of letting closed-lost opportunities fade into your CRM history, Rizer keeps track of them and tells you when it’s time to reach out again. Think about it: when a deal falls through, it’s rarely because the prospect will never buy. … What is Rizer 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

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