How Do I Create an ATM/Debit Card Request Hubspot Ticket?

Locate the client in Hubspot > Add Ticket

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

Create

2. On the left side of the Hubspot Ticket

Click Save

3. Horizon (Should this be a linked article on its own?)

• Locate the client in Horizon
• Click on Relationship Summary
• Click on Customer Accounts
• Verify that no cards are linked to the account requested
• Verify that no cards have recently been mailed out
  • If there is a card on file
    • Check the status (Open or Closed)
  • Click on the last four digits of the card
    • Check the status
      • Blocked-Card not activated
      • Warm/Hot- Card was blocked
  • Send Request to DBO
    • Open Since
      • <10 business days- Respond to client **LINK NEEDED
      • >10 business days- Send Request to DBO ** LINK NEEDED

4. Debit Card Request Form Web Admin (Should this be a linked article on its own as well?

• Check the last four digits of the account number
• Copy the Reference Number to the Hubspot ticket
• Copy the Date Submitted to the Hubspot Ticket
• Click on Accept Request-No Action
• Click on Submit
• Click on Print and take a snippet

5. Hubspot

• Click on Notes
• Click on Create Note
• Briefly describe the snippets in first line
• Snippets to include
  • Client’s Horizon Page
  • Client’s OLB Request
  • If from a form:
    • Reference Number
    • Date Submitted
• Click Save

6. Send Ticket to Next Pipeline