- 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 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 |