Getting started

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

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

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

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

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?