Skip to main content

XTM Academy

Customize workflows and workflow steps

Tip

  1. To learn more about the purpose of XTM's default Workflow Steps and when to customize or add them, click here.

  2. To learn more about the purpose of XTM's default Workflows and when to customize them or create new ones, click here.

  1. If you need to add new or customize existing Workflow steps, follow the procedure indicated here.

  2. If you need to add new or customize existing Workflows, follow the procedure indicated here

Note

Workflows consist of Workflow Steps.

In this section: