Work with actions

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

Action sidebar

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

Managing your calendar

Rizer CRM provides a comprehensive calendar feature that allows you to efficiently manage your schedule and stay on top of all your future actions. In this article, we will guide you through the two main views of the calendar – Calendar View and Action List View – and explain how to navigate and utilize each Managing your calendar

Managing your team

As a manager, it’s crucial to have visibility over what your team is currently working on. Rizer CRM provides you with the tools to achieve this visibility by allowing you to view your team members’ planned and completed actions. By utilizing these features in Rizer CRM, you can effectively monitor your team’s progress and stay Managing your team

Fixing missing info

When working in the first contact stage of Rizer CRM, you may encounter situations where a call action is marked as a no answer. In such cases, This feature empowers your lead finders to take swift action, update the necessary details, and keep your sales process running smoothly. Rizer CRM provides you with the option Fixing missing info