How to Send the Wire Form/Wire Agreement
Go to the Hubspot ticket,
- Emails > Create Email > Template
- Wire Request the Needs Wire Agreement Form Signed, or
- Wire Request that Wire Form Only Needed
- Click on the Attachment Symbol, locate the Agreement or Wire Form and attach it
- Type Secure: at the beginning of the subject line of the email
- Send email
- Email > Create Email > Template
- CX Secure Email Instructions
- Send email
- On the left side column of the Hubspot, ticket locate the Attachment Section > Add
- Upload the Agreement/Wire Form to the ticket
- Update the Status of the ticket, see below
| If the client has never sent a wire before | Send Wire Agreement Send Wire Form Change Status – Waiting on Contact |
| If the client has sent a wire before/ Wire Agreement is on file for the client | Send Wire Form Change Status – Waiting on Contact |
| When the client returns the signed form(s) | Change the Pipeline – DBO – Wire Requests Change Status – New Change Priority – High |
For more information:
- How Do I Create a Wire Request Hubspot Ticket?
- How Do I Create a Wire Agreement?
- Where Do I Find an Existing Wire Agreement?
- Where is the Wire Form?
- How Do I Help a Client Send a Wire?