How to Create a Wire Transfer Request HubSpot Ticket

Locate the client in HubSpot > Add Ticket or from Service > Tickets > Create a ticket if the client is not in Hubspot

Ticket Name

OLB _ Wire Request _ 1234 _ Client’s Name
Email _ Wire Request _ 1234 _ Client’s Name
IB _ Wire Request _ 1234 _ Client’s Name

Note:
IB must be accompanied by a written request
1234 is the be replaced with the last four digits of the client’s account number

Pipeline

CX General
or
CX OLB Messages

Ticket Status

New
or
OLB in Process

Ticket Description

Domestic
Foreign
or
If unknown use the Ticket Name until the type of wire is known

Product | OLB Checking/Savings

Source

OLB Message
Email
Phone

Create Date | Today’s Date

Priority

Medium – Waiting on the client to return documents
High – Wire Agreement and Wire Form are signed

Create

2. One the Left-side of the HubSpot Ticket:

Department – Quontic | Customer Success

OLB Ticket Props (Only if OLB Message)

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

Banking Contact Reason | Wire Related

Add a Note to the ticket and include:

OLB Request (If applicable)

Horizon Overview Page

Double check that the client has available funds to send the wire

If the client has never sent a wire before

Send the Wire Agreement
Send the Wire Form
Use the template that requires both forms to be signed
Attach both to the Hubspot Ticket
(Attachments > Add)
Change:
Status – Waiting on Contact

If the client has sent a wire before/wire agreement is on file

Send the Wire Form
Use the template that requires just the wire to be signed
Attach the Wire Form to the HubSpot Ticket
(Attachments > Add)
Change:
Status – Waiting on Contact

If the client has returned the signed Wire Agreement and/or Wire Form

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