Deal recycling

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

Rizer gives you complete visibility into how your lost deals and leads are being recycled. Two areas work together to provide this: the Dashboard for high-level monitoring, and the Reporting section for deep-dive analysis. Used together, they help your sales, product, and leadership teams spot opportunities, fix weaknesses, and win back more revenue. The Dashboard … Dashboards and reports

Adding a new feature request Editing an Existing Feature Request The “Feature Requests” screen allows you to:

Competitors

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