Newsletter Subject

[New Feature]Vtiger OTP Rules to Secure CRM Records

From

vtiger.com

Email Address

shilpa.ta@updates.vtiger.com

Sent On

Thu, Sep 5, 2024 04:11 PM

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Dear {NAME}, Are you worried about fraudulent updates in your CRM records? Have you had issues with

Dear {NAME}, Are you worried about fraudulent updates in your CRM records? Have you had issues with your team members marking tasks as done without actually completing them? If yes, it's time for us to discuss OTP Rules and Validation in Vtiger CRM. [Discover Vtiger OTP Rules and Validation]( Vtiger's OTP Rules and Validation is an Add-on feature that adds an extra layer of security to your CRM activities. It allows your admins to set up conditions to trigger OTP-based verification for specific CRM records and actions. Main Highlights - Enhanced Security: Your team can enter OTP to perform certain actions, such as updating or saving records. - Customization: You can define the OTP type, length, expiration time, etc., and tailor it to your requirements. - Multiple OTP Delivery Channels: Send OTPs via SMS, email, or WhatsApp to your customers, and then request the OTP from them to mark a particular action as complete. Where to use Vtiger's OTP Rules? - To mark product or service deliveries as complete with the recipient's confirmation. - To validate the completion of an onsite event. - To update personal or financial details of the customer. Top 3 Benefits of OTP Rules: - Ensure data integrity and accuracy for your CRM actions - Build customer trust with robust security practices - Reduce fraudulent updates and elevate customer satisfaction Experience the power of OTP Rules firsthand! [Request 1-1 Demo]( 22028 Lindy Lane | Cupertino, CA 95014 You're receiving this email because you have opted into our email newsletter. 2024 © Vtiger Systems All rights reserved | [Email Preferences]( | [Privacy Policy]( | [Unsubscribe](

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