How to redeem bitcoins if the customer completes the Bitcoin Redemption Form

2. If the account is Restricted, CX must address the restriction before moving forward with the request

3. Check Hubspot and see if there is an existing ticket

Click on Contacts

Search the Clients name

Click on the Client’s Name

4. If the client does have one, and there is no ticket for Bitcoin redemption, click on +Add next to Tickets

Proceed to step #6

If the client does NOT Proceed to step #5

5. If the client does not show

Click on Service

Click on Tickets

Click on Tribar

Change the Pipeline to All Pipelines

Search the Client’s Name or email address

If there is NO ticket with the same scenario, create a ticket

Click on Create Ticket on the right side of the page

6. Ticket Name: OLB – Bitcoin Redemption Request – [Client’s Name]

Pipeline: CX OLB Message

Ticket Status: OLB New

Ticket ID: Automatically Generated

Ticket Description: Bitcoin Redemption Request

Product: OLB Checking/Savings

Ticket Owner: Your Name

Source: OLB Message

Create Date: Today’s Date auto-populates

Priority – High Priority

Web Admin – OLB Original Submit Date – Date request submitted

Web Admin – OLB Reference Number – Reference Number

Banking Reason for Contact: Bitcoin Redemption

Click on Save

Refresh the website to see

Product: OLB Checking/ Savings

Click on Create

Add the customer to “Contacts”

Add a snippet of the form from Web Admin to the ticket

On Web Admin, Under Bitcoin Redemption Form,

Click on the Customer’s Name

Click on Accept Request – No Action

Click on Submit

Click Print

Change the Pipeline from CX General to DBO General