Schedule an appointment from a touchpoint

task australia Updated Sep 10, 2026 2 min read schedule-appointment-crm-touchpoint.md

Schedule appointments with customers and stakeholders directly from a touchpoint record to coordinate in-person or virtual engagements and keep the entire account team informed.

Before you begin

You can create appointments only after creating a lead or opportunity task. For information on how to create an opportunity task from the Touchpoints module, see Create a related task from a touchpoint. Alternatively, you can create an opportunity task from the Opportunity module in the CRM Workspace. For details, see Add opportunity tasks and Add lead tasks.

Role required: sn_crm_touchpoint.touchpoint_writer

Procedure

Navigate to Workspaces > CRM Workspace.
Select the List icon [Omitted image "list-outline-24.svg"] Alt text:.
Navigate to Touchpoints > All Touchpoints.
Open the touchpoint record to update.
Navigate to the tab related to the entity type.

For example, if Opportunity is the associated entity, then the name of the tab would be Opportunity Tasks.
Select a task record.
Navigate to the Appointments tab.
Select New.
On the Create New Appointment form, fill in the fields.

For more information about the form fields for the CRM entities, refer to the corresponding topic.

CRM entity Form field descriptions

Lead Create new appointment form

Opportunity Create new appointment form
Select Save.

CRM entity	Form field descriptions
Lead	Create new appointment form
Opportunity	Create new appointment form

Result

The appointment is scheduled and can be viewed from the touchpoint record's Appointments tab.

Parent Topic:Using Activity Management

Related topics

Configuring Activity Management

Activity Management

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---
title: Schedule an appointment from a touchpoint
description: Schedule appointments with customers and stakeholders directly from a touchpoint record to coordinate in-person or virtual engagements and keep the entire account team informed.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/order-management/schedule-appointment-crm-touchpoint.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 2
breadcrumb: [Activity Management, Sales automation apps, Use, Sales Customer Relationship Management]
---

# Schedule an appointment from a touchpoint

Schedule appointments with customers and stakeholders directly from a touchpoint record to coordinate in-person or virtual engagements and keep the entire account team informed.

## Before you begin

You can create appointments only after creating a lead or opportunity task. For information on how to create an opportunity task from the Touchpoints module, see [Create a related task from a touchpoint](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/create-touchpoint-related-tasks.md). Alternatively, you can create an opportunity task from the Opportunity module in the CRM Workspace. For details, see [Add opportunity tasks](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/opportunity-management-tasks-tab.md) and [Add lead tasks](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/lead-management-use-tasks-tab.md).

Role required: sn\_crm\_touchpoint.touchpoint\_writer

## Procedure

1.  Navigate to **Workspaces** &gt; **CRM Workspace**.

2.  Select the List icon \[Omitted image "list-outline-24.svg"\] Alt text:.

3.  Navigate to **Touchpoints** &gt; **All Touchpoints**.

4.  Open the touchpoint record to update.

5.  Navigate to the tab related to the entity type.

    For example, if Opportunity is the associated entity, then the name of the tab would be Opportunity Tasks.

6.  Select a task record.

7.  Navigate to the **Appointments** tab.

8.  Select **New**.

9.  On the Create New Appointment form, fill in the fields.

    For more information about the form fields for the CRM entities, refer to the corresponding topic.

    |CRM entity|Form field descriptions|
    |----------|-----------------------|
    |**Lead**|[Create new appointment form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/create-lead-appointment-form.md)|
    |**Opportunity**|[Create new appointment form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/create-appointments-form.md)|

10. Select **Save**.


## Result

The appointment is scheduled and can be viewed from the touchpoint record's **Appointments** tab.

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

**Related topics**  


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

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