Empowering users: Control over phone number data.

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As a field sales manager, you discover that your field sales person was supposed to attend an on-site customer meeting to introduce a newly launched product. However, you discover that the person did not attend the customer meeting but marked the task as 'Completed' in the CRM record.

This is a clear violation of the rules. It can affect customer relationships, create false entries for inventory levels, and even show that the salesperson completed their tasks when they did not.

If this is a challenge you have been facing for a long time, you should create a system to avoid incorrect registrations at the customer’s website or incorrect information entry in the CRM. It’s time we talk about One Time Password (OTP) Authentication Rules and Features in Vtiger CRM.

What is Vtiger's OTP Rules and Authentication feature?
The need to protect your CRM from fraudulent updates and maintain europe cell phone number list business integrity is increasing. Vtiger Rules and OTP Authentication is an additional feature that adds an extra layer of security to your CRM operations.

Vtiger’s OTP Rules help you address these challenges by providing an effective way to secure your operations. Before we dive in, let’s understand the key concepts:

OTP: This is a one-time use code, usually generated for authentication purposes.
OTP Rules: These are customizable settings that define when and how OTP verification is required for specific actions.
OTP Authentication: This is to confirm the authenticity of the action taken to verify the entered OTP with the generated OTP.
In short, OTP Rules in Vtiger CRM allow administrators to set conditions to trigger OTP-based verification for specific CRM records and actions. Now, you might be wondering how Vtiger OTP Rules can help solve the above problem.