Touchpoint planner

concept australia Updated Sep 10, 2026 1 min read account-lifecycle-touchpoint-planner.md

The touchpoint planner shows a calendar view of different touchpoints across all accounts associated with the customer success manager.

Note:

Engagements can be viewed by the engagement account manager, customer success manager, or squad member associated with the engagement.
Touchpoints can be viewed by the engagement account manager, customer success manager, or squad member assigned to the touchpoint.
Meeting can be viewed by the engagement account manager, customer success manager, meeting organizer, or squad member assigned to the touchpoint.

The touchpoint planner provides a calendar view of touchpoints organized by account engagement and the type of touchpoint, priority, and status. To view the Touchpoint planner, follow these steps:

Login as a user with the sn_acct_lc.customer_success_agent role.
Navigate to Workspaces > CRM Workspace and select the Touchpoint planner icon on the left navigation pane.

[Omitted image "account-lifecycle-touch-plan.png"] Alt text: Touchpoint planner

You can do the following:

Enter a criteria in the Search field to view touchpoints and meetings that match the criteria.
Select the [Omitted image "sort-descending-fill-24.svg"] Alt text: icon to sort the list either by Contract value, Health score, or Last updated touchpoints.
Select Today to view the list of touchpoints and meetings that have been scheduled for today.
Select a date period to view the schedule for that period.
Select Week or Month option to view the schedule for the week or for month as required.
The time zone shows the current time zone of the logged in user.
Select Create Touchpoint to create touchpoint. See Create a touchpoint for details.

Parent Topic:Touchpoints

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---
title: Touchpoint planner
description: The touchpoint planner shows a calendar view of different touchpoints across all accounts associated with the customer success manager.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/acct-lifecycle-events/account-lifecycle-touchpoint-planner.html
release: australia
topic_type: concept
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Touchpoints, Customer success, Use, Customer Success Management]
---

# Touchpoint planner

The touchpoint planner shows a calendar view of different touchpoints across all accounts associated with the customer success manager.

**Note:**

- Engagements can be viewed by the engagement account manager, customer success manager, or squad member associated with the engagement.
- Touchpoints can be viewed by the engagement account manager, customer success manager, or squad member assigned to the touchpoint.
- Meeting can be viewed by the engagement account manager, customer success manager, meeting organizer, or squad member assigned to the touchpoint.

The touchpoint planner provides a calendar view of touchpoints organized by account engagement and the type of touchpoint, priority, and status. To view the Touchpoint planner, follow these steps:

1. Login as a user with the `sn_acct_lc.customer_success_agent` role.
2. Navigate to **Workspaces** &gt; **CRM Workspace** and select the **Touchpoint planner** icon on the left navigation pane.

\[Omitted image "account-lifecycle-touch-plan.png"\] Alt text: Touchpoint planner

You can do the following:

- Enter a criteria in the Search field to view touchpoints and meetings that match the criteria.
- Select the \[Omitted image "sort-descending-fill-24.svg"\] Alt text: icon to sort the list either by Contract value, Health score, or Last updated touchpoints.
- Select **Today** to view the list of touchpoints and meetings that have been scheduled for today.
- Select a date period to view the schedule for that period.
- Select **Week** or **Month** option to view the schedule for the week or for month as required.
- The time zone shows the current time zone of the logged in user.
- Select **Create Touchpoint** to create touchpoint. See [Create a touchpoint](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-create-touchpoint.md) for details.

**Parent Topic:**[Touchpoints](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-use-touchpoints.md)