Create custom touchpoint types

task australia Updated Sep 10, 2026 1 min read create-custom-touchpoint-types.md

Create touchpoint types in Activity Management tailored to your sales organization's workflow to capture activities beyond the standard Discovery, Demo, and CBR types.

Before you begin

Role required: sn_crm_touchpoint.admin

About this task

Several touchpoint types are available by default. To view the available options, see Create new CRM touchpoint form.

Procedure

Navigate to All > System Definition > Tables.
In the Label search field, enter CRM Touchpoint and select the CRM Touchpoint [sn_crm_touchpoint_touchpoint] table.
In the Column label search field, enter Subcategory and select the record.
If a message appears about the application scope, select here to be able to edit the record.
Navigate to the Choices tab under Related Links.
Select New.

On the form, fill in the fields.

Field	Description
Label	User‑visible name for the type shown in the Type drop-down menu on the CRM Touchpoints form. For example, Business Value Assessment (BVA).
Value	Internal value stored in the database when a choice is selected.

Select Submit.

Related topics

Using Activity Management

Activity Management

56 lines · 2.2 KB Wrap lines

---
title: Create custom touchpoint types
description: Create touchpoint types in Activity Management tailored to your sales organization's workflow to capture activities beyond the standard Discovery, Demo, and CBR types.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/order-management/create-custom-touchpoint-types.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Activity Management, Sales automation apps, Configure, Sales Customer Relationship Management]
---

# Create custom touchpoint types

Create touchpoint types in Activity Management tailored to your sales organization's workflow to capture activities beyond the standard Discovery, Demo, and CBR types.

## Before you begin

Role required: sn\_crm\_touchpoint.admin

## About this task

Several touchpoint types are available by default. To view the available options, see [Create new CRM touchpoint form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/create-crm-touchpoint-form.md).

## Procedure

1. Navigate to **All** &gt; **System Definition** &gt; **Tables**.

2. In the **Label** search field, enter `CRM Touchpoint` and select the **CRM Touchpoint** \[sn\_crm\_touchpoint\_touchpoint\] table.

3. In the **Column label** search field, enter `Subcategory` and select the record.

4. If a message appears about the application scope, select **here** to be able to edit the record.

5. Navigate to the **Choices** tab under Related Links.

6. Select **New**.

7. On the form, fill in the fields.

|Field|Description|
|-----|-----------|
|Label|User‑visible name for the type shown in the Type drop-down menu on the CRM Touchpoints form. For example, Business Value Assessment \(BVA\).|
|Value|Internal value stored in the database when a choice is selected.|

8. Select **Submit**.

**Related topics**

[Using Activity Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/using-activity-management.md)

[Activity Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/explore-activity-management.md)