How to Send the Wire Form/Wire Agreement

Go to the Hubspot ticket,

Emails > Create Email > Template

Wire Request the Needs Wire Agreement Form Signed, or

Wire Request that Wire Form Only Needed

Click on the Attachment Symbol, locate the Agreement or Wire Form and attach it

Type Secure: at the beginning of the subject line of the email

Send email

Email > Create Email > Template

CX Secure Email Instructions

Send email

On the left side column of the Hubspot, ticket locate the Attachment Section > Add

Upload the Agreement/Wire Form to the ticket

Update the Status of the ticket, see below

If the client has never sent a wire before

Send Wire Agreement
Send Wire Form
Change Status – Waiting on Contact

If the client has sent a wire before/
Wire Agreement is on file for the client

Send Wire Form
Change Status – Waiting on Contact

When the client returns the signed form(s)

Change the Pipeline – DBO – Wire Requests
Change Status – New
Change Priority – High

For more information:

How Do I Create a Wire Request Hubspot Ticket?

How Do I Create a Wire Agreement?

Where Do I Find an Existing Wire Agreement?

Where is the Wire Form?

How Do I Help a Client Send a Wire?