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How to Send the Wire Form/Wire Agreement (HubSpot)

September 20, 2022
September 20, 2022
Customer Experience, Standard Operating Procedures, Wires
wire template, wire hubspot, send wire form, send wire agreement
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On the Hubspot ticket:

  1. Emails > Create Email > Template
    1. Wire Request that Needs Wire Agreement Form Signed
    1. Wire Request that Wires Form only needed
  2. Click on the attachment Symbol, locate the Agreement Form you saved, and attach it > Send
  3. Locate the Attachment section on the left-hand side of the screen, select Add
    1. Upload the agreement to the ticket