Recycling deals with Rizer

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

• Log in to your HubSpot account.
• In the main navigation, go to the “Sales” section and select “Deals.”

2. Select the Deal to Recycle

• Locate the deal you wish to recycle by using the search bar or applying filters.
• Click on the deal to open its detailed view.

3. Locate the Rizer Tab

• Within the deal details, find the “Rizer” tab.
• The Rizer tab will display a “Ready to Recycle” indicator, confirming that the deal is eligible for recycling.

4. Initiate Recycling

• Click the “Recycle in Rizer” button located within the Rizer recycling tab card.
• Alternatively, you can change the deal stage to “Closed Lost” using the “Deal Stage” dropdown in the left-hand panel.

5. Specify Recycling Reason

• A pop-up window will appear prompting you to select a recycling reason from a dropdown menu.
• The available options include:
  • No time
  • No budget
  • Too expensive
  • Lost to competitor
  • Happy with current solution
  • Missing feature
  • Unknown reason
• If you choose “Missing feature,” you will have the option to link this deal to a specific feature request in Rizer.
• Similarly, if you select “Lost to competitor” or “Happy with current solution,” you can link the deal to a specific competitor product.

6. Set Callback Date

Use the provided date selector to choose a “Callback Date”—the date when you or your team will be reminded to follow up with the lead.

Note: If you recycle the deal based on a missing feature, a callback will automatically be triggered as soon as that feature is marked as “Implemented” in Rizer, even if it occurs before your selected date. To prevent this, you can check the option “Do not mark as ready when missing features are implemented.”

7. Confirm Recycling

• After specifying the reason and setting the callback date, click the “Recycle” button to complete the process.
• Your deal will now be recycled and scheduled for follow-up according to your settings.