How do I Create a Wire Request Hubspot Ticket?

Locate the client in Hubspot > Add Ticket,

or if the client does not have a Hubspot profile, Service > Tickets > Create Ticket

Ticket Name

OLB _ Wire Request _ Last 4 digits of Acct# _ Client’s Name
Email _ Wire Request _ Last 4 digits of Acct# _ Client’s Name
IB _ Wire Request _ Last 4 digits of Acct# _ Client’s Name
*Phone Requests must be accompanied by a written request from the client

Pipeline

CX General
CX OLB Message

Ticket Status

New
OLB in Process

Ticket Description | Foreign or Domestic Wire
Product | OLB Checking/Savings

Source

OLB Message
Email
Phone

Create Date | Today’s date

Priority

Medium – Still waiting on documents from the client
High – Wire Agreement and Wire Form are signed and ready to be sent to DBO

Create

2. On the Left side of the Hubspot Ticket:

Department – Quontic | Customer Success

OLB Ticket Props (If OLB Message Only)

Enter Web Admin – OLB Original Submit Date
Enter Web Admin – OLB Reference Number

Banking Contact Reason | Wire Related

3. Add a note to the ticket to include screenshots

Client’s OLB Request (if applicable)

Client’s Horizon Overview Page

4. Send the client the Wire Agreement and/or the Wire Form

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 already on file

Send Wire Form
Change Status – Waiting on Contact

When the client returns the signed Wire Agreement
and/or Wire Form

Change Pipeline to DBO – Wire Requests
Change Status – New
Change Priority – High

5. Attach the Wire Agreement (if applicable) and the Wire Form to the Hubspot ticket

Right Side Column > Attachments > Add

Locate the form(s) sent to the client and attach to the ticket