Navigating the complexities of phone number data.

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By applying OTP Rules, you will send the OTP to the customer's messaging platform (e.g. OTP sent via SMS to the customer's phone). Your field sales reps can then request the OTP from the customer and enter this OTP into the CRM to mark the task as completed.

This ensures that tasks are performed accurately and recorded without errors in the CRM. It also ensures transparency between your business and your customers.

Navigating OTP Rules in Vtiger CRM

Let’s look at a real-world example to understand how OTP Rules europe cell phone number list work in Vtiger. Suppose you are running a delivery business and are using Vtiger CRM to manage your day-to-day operations. You want to ensure that delivery confirmations are authentic and prevent fraudulent marking of deliveries as completed.

Here are 9 steps you might want to know to set up OTP Rules for this scenario:

Create OTP Rule: Create a new rule named 'OTP Delivery Confirmation' and provide Vtiger Delivery Notes as the target module. Customize your OTP by defining type, length, maximum resend count, number of validations, etc.
OTP Option: Configure OTP to a five-digit code, valid for five minutes.
Trigger Condition: Set the condition to trigger the OTP when the field is changed to 'Delivered'.
Delivery Channel: Select a delivery channel to send OTP via email, SMS or WhatsApp to recipients automatically or manually.
Now, when the delivery person tries to mark the order as 'Delivered':

These are simple yet effective processes to ensure your deliveries are completed, especially minimizing fraudulent CRM updates.