Recycling (Deals & Leads)

The callback system is the engine that drives Rizer. You recycle deals so that eventually, at the right moment, you can reach back out and try again. This article covers how callbacks work, how to manage your callback queue, and how re-engagement creates new opportunities in HubSpot. How Callbacks Work When you recycle a deal, … Callbacks and Re-engagement

Rizer uses AI to analyze your lost deals and suggest how to handle them. Instead of manually figuring out why each deal was lost and when to follow up, the AI looks at deal notes, communications, and patterns to give you a starting point. This article explains how AI suggestions work, where you’ll find them, … AI Suggestions

Rizer supports recycling HubSpot leads in addition to deals. If your sales process uses leads — contacts that need qualification before becoming deals — you can track and re-engage them through the same recycling system. This article covers how lead recycling works, how it differs from deal recycling, and how to manage recycled leads effectively. … Recycling Leads

This article covers the practical side of recycling deals in Rizer — how to find deals that need recycling, how to recycle them, and how to manage them once they’re in the system. Whether you’re recycling from HubSpot or from Rizer, working with one deal or fifty, this guide walks you through it. Finding Deals … Recycling Deals

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

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