FAQs in this section
What is Vtiger CRM?
What is One Growth Edition in Vtiger CRM?
What are the modules included in the One Growth edition?
What are the Add-ons that can be purchased with the One Growth edition?
List the features available in the One Growth edition.
List the benefits of Vtiger’s One Growth edition.
List the feature limits of the One Growth edition.
What is the Vtiger One AI edition?
What are the features of Vtiger One AI editions?
Who can use Vtiger One AI edition?
What should I do if I get a 404 error in the CRM?
What is the 404 error in Vtiger CRM?
How do I increase the limits for the Approvals feature?
What is an OTP?
What are OTP Rules in Vtiger?
What are the benefits of using OTP Rules and Validation?
Is OTP Rules an Add-on?
How do OTP Rules work?
What is Vtiger’s OTP Rules feature?
What is OTP Verification?
How do I install the OTP Rules Add-on?
Where do I find OTP Rules in the CRM after installing it?
How do I create OTP Rules in Vtiger?
How do I use OTP Rules API Save Requests?
What is OTP Validation?
What are the limitations of OTP Rules and Validation in Vtiger?
Is Kosovo available in the Global Country Picklist, and what country code does it use?
Can I add additional OTP Rules if I run out of limits?
How do I cancel my email campaign subscription?
For which modules is the Vtiger Connections feature available?
What is the Vtiger Connections feature?
Can Sales teams use the Vtiger Connections feature?
What are Connection Types, and how can they be customized?
Can I create custom Connection Types?
Who can add new Connection Types in the CRM?
What are some examples of Connection Types?
What is the difference between the Relationships feature and the Connections feature?
How do I customize the properties of connections?
What should I check if a connection record fails to save?
Why are my connections not visible in the record details or related modules?
How can I prevent duplicate connections from being created?
How can I identify and resolve data integrity problems?
How do I view and manage connections in a record?
How do I add a new connection between two records?
What makes Vtiger a unified product?
How does Vtiger’s One View feature help organizations?
Is Vtiger adaptable to different business sizes and industries?
Where can I find the pricing of Vtiger CRM?
What are the features available in Vtiger CRM?

How do I send an OTP from Vtiger CRM?

The OTP Rules feature does not send the OTP automatically. Instead, you must send them manually or automate the process using Workflows or Processes.

  • Manual action

    • Detail View or List View Mass Action: Select the Send OTP action, choose the rule, and send OTP.

    • You can select a maximum of twenty records to send OTP.

  • Automated

    • Workflows/Processes: Set conditions for sending OTP and add Send OTP action.

Home Privacy Policy Terms of Service Security Center Policy & Legal Center Contact Us
© Copyright 2025 Vtiger. All rights reserved.
Powered by Vtiger
Facebook Twitter Linkedin Youtube