Create an appointment from Opportunity Management

task australia Updated Sep 10, 2026 1 min read opportunity-management-create-an-appoinment.md
Raw file servicenow.com

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

  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.

  5. Select Save.

    The appointment is added to your opportunity task.

Related topics

Schedule an appointment from a touchpoint

Search documentation
Search document titles and file paths on the australia branch