Create an appointment from Opportunity Management
task australia Updated Sep 10, 2026 1 min read opportunity-management-create-an-appoinment.md
Create appointments with the required stakeholders to move the business discussion forward for your opportunity.
Before you begin
Role required: sales_manager
About this task
You can create appointments only after creating an opportunity task. To create an opportunity task, see Add opportunity tasks.
Procedure
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Navigate to List view [Omitted image "list-outline-24.svg"] Alt text: and select Opportunity Tasks.
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Select the opportunity task you want to work with and select the Appointments tab.
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Select New to start a new appointment or select an existing appointment to make changes.
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On the Create New Appointment form, fill in the fields.
For more information, see Create new appointment form.
-
Select Save.
The appointment is added to your opportunity task.
Related topics
47 lines · 1.9 KB
---
title: Create an appointment from Opportunity Management
description: Create appointments with the required stakeholders to move the business discussion forward for your opportunity.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/order-management/opportunity-management-create-an-appoinment.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Add opportunity tasks, Opportunity Management, Sales automation apps, Use, Sales Customer Relationship Management]
---
# Create an appointment from Opportunity Management
Create appointments with the required stakeholders to move the business discussion forward for your opportunity.
## Before you begin
Role required: sales\_manager
## About this task
You can create appointments only after creating an opportunity task. To create an opportunity task, see [Add opportunity tasks](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/opportunity-management-tasks-tab.md).
## Procedure
1. Navigate to **List** view \[Omitted image "list-outline-24.svg"\] Alt text: and select **Opportunity Tasks**.
2. Select the opportunity task you want to work with and select the **Appointments** tab.
3. Select **New** to start a new appointment or select an existing appointment to make changes.
4. On the Create New Appointment form, fill in the fields.
For more information, see [Create new appointment form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/create-appointments-form.md).
5. Select **Save**.
The appointment is added to your opportunity task.
**Related topics**
[Schedule an appointment from a touchpoint](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/schedule-appointment-crm-touchpoint.md)
| title | Create an appointment from Opportunity Management |
| description | Create appointments with the required stakeholders to move the business discussion forward for your opportunity. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/order-management/opportunity-management-create-an-appoinment.html |
| release | australia |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | Add opportunity tasksOpportunity ManagementSales automation appsUseSales Customer Relationship Management |