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How do I install the OTP Rules Add-on?

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OTP Rules is available as an Add-on in the Extension Store. Follow the below steps to install the OTP Rules Add-on:
  1. Log in to your CRM account.
  2. Go to the Main Menu.
  3. Go toAdd-ons.
  4. Search for OTP Rules.
  5. Click Install.
After installing the add-on, admin users will find OTP Rules under:
  • Settings > Automation > OTP Rules.
  • Main Menu > Essentials > Administration > OTP Rules.

 
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