Onboarding

This guide explains how to finalize your setup, ensuring your Rizer system is fully configured. Completing these steps before daily use ensures more accurate tracking, effective nurturing, refined competition monitoring, and improved overall results. Add Missing Features Adding missing feature requests helps you clearly and consistently track product improvements needed by your customers or prospects. … Finalize setup

In this guide, we’ll cover the primary processes to help you get started with Rizer: recycling a deal, managing feature requests and competitor insights, exporting deals back to HubSpot, and tracking recycled deals on your dashboard. Recycle a deal in HubSpot Recycling a deal with Rizer is as simple as selecting the right deal and … Start using Rizer

This setup guide will walk you through connecting Rizer to HubSpot, setting up your account, and adding our custom card to your HubSpot views—all in a few simple steps. Let’s dive in! Connect Rizer to HubSpot Get started by linking your Rizer account to HubSpot. Here’s how: Complete the account onboarding wizard Next, let’s configure … Initial setup