Activity Management reference

Reference topics provide additional information about the Activity Management application.

Components installed with CRM Touchpoints
Several types of components are installed with activation of the CRM Touchpoints plugin, including tables and user roles.
Create new CRM touchpoint form
Field descriptions for the Create New CRM Touchpoint form.
Create new meeting form
Field descriptions for editing or reviewing details on the Create New Meeting form for CRM Touchpoints.
Create new callback form
Field descriptions for the Create New Callback form for CRM Touchpoints.
Components installed with the CRM Outlook Add-in
User roles are installed with activation of the CRM Outlook Add-in plugin.
Lead form in the ServiceNow CRM for Outlook add-in
Field descriptions for creating or viewing a lead record from the ServiceNow CRM for Outlook add-in.
Account form in the ServiceNow CRM for Outlook add-in
Field descriptions for viewing or editing an account record from the ServiceNow CRM for Outlook add-in.
Contact form in the ServiceNow CRM for Outlook add-in
Field descriptions for creating a contact record from the ServiceNow CRM for Outlook add-in.
Opportunity form in the ServiceNow CRM for Outlook add-in
Field descriptions for viewing or editing an opportunity record from the ServiceNow CRM for Outlook add-in.
Staged Email table
Field descriptions for viewing email records linked to CRM entities in the Staged Email [sys_email_staging] table.

title	Activity Management reference
description	Reference topics provide additional information about the Activity Management application.
locale	en-US
canonical_url	https://www.servicenow.com/docs/r/australia/order-management/activity-management-reference.html
release	australia
topic_type	concept
last_updated	2026-09-10
reading_time_minutes	1
breadcrumb	Sales automationReferenceSales Customer Relationship Management