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How do I send an OTP from Vtiger CRM?

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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.

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