Create a touchpoint from Technology Account 360 view

task australia Updated Sep 10, 2026 1 min read create-touchpoint-technology-account-360-view.md

Create a touchpoint to capture and support conversations by analyzing the customer account data in the Technology Account 360 view.

Before you begin

Role required: sn_acct_lc.customer_success_agent, sn_ind_tsm_sdwan.app_eng

Procedure

Navigate to Workspaces > Service Operations Workspace.
Select the list icon ([Omitted image "icon-list.png"] Alt text: List Icon.)
Navigate to Accounts > All.
In the Accounts list, select a customer account.

Note: You can also access this view by selecting a company (account) name account inside the various incident lists or within the incident form in Service Operations Workspace.
Select Compose touchpoint, and then select one of the following from the drop-down list.

Option	Details
Meeting	Select this option to schedule a new meeting.1. Select Meeting to schedule a new meeting. 2. Fill in the fields. For more information about the fields, see Touchpoint home page. 3. Select Select file to add any attachments. 4. Select Save.
Email	Select Email to send an email. Select `Attach file`. You can attach a file either from your computer or from the touchpoint record. Select the file to be attached and select `Add` to attach the file with your email. Select the attachment () icon to add any attachments. You can attach a file either from your computer or from the touchpoint record. Select send () icon.

Option

Details

Meeting

Select this option to schedule a new meeting.1. Select Meeting to schedule a new meeting. 2. Fill in the fields. For more information about the fields, see Touchpoint home page. 3. Select Select file to add any attachments. 4. Select Save.

Email

Select Email to send an email.
Select Attach file. You can attach a file either from your computer or from the touchpoint record. Select the file to be attached and select Add to attach the file with your email.
Select the attachment () icon to add any attachments.

You can attach a file either from your computer or from the touchpoint record.

Select send () icon.

**Parent Topic:**[Reviewing customer or partner accounts](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/proactive-service-exp-workflows/product-support-for-technology/reviewing-customer-accounts-360.md)

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---
title: Create a touchpoint from Technology Account 360 view
description: Create a touchpoint to capture and support conversations by analyzing the customer account data in the Technology Account 360 view.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/proactive-service-exp-workflows/product-support-for-technology/create-touchpoint-technology-account-360-view.html
release: australia
product: Product Support for Technology
classification: product-support-for-technology
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Review customer or partner accounts, Use, Proactive Service Experience Workflows, Product Support for Technology]
---

# Create a touchpoint from Technology Account 360 view

Create a touchpoint to capture and support conversations by analyzing the customer account data in the Technology Account 360 view.

## Before you begin

Role required: sn\_acct\_lc.customer\_success\_agent, sn\_ind\_tsm\_sdwan.app\_eng

## Procedure

1.  Navigate to **Workspaces** &gt; **Service Operations Workspace**.

2.  Select the list icon \(\[Omitted image "icon-list.png"\] Alt text: List Icon.\)

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

4.  In the Accounts list, select a customer account.

    **Note:** You can also access this view by selecting a company \(account\) name account inside the various incident lists or within the incident form in Service Operations Workspace.

5.  Select **Compose touchpoint**, and then select one of the following from the drop-down list.

<table id="choicetable_qqm_jnx_fkc"><thead><tr><th align="left" id="d23947e114">

Option

</th><th align="left" id="d23947e117">

Details

</th></tr></thead><tbody><tr><td id="d23947e123">

**Meeting**

</td><td>

Select this option to schedule a new meeting.1.  Select **Meeting** to schedule a new meeting.
2.  Fill in the fields. For more information about the fields, see [Touchpoint home page](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/acct-lifecycle-events/account-lifecycle-touchpoint-home.md).
3.  Select **Select file** to add any attachments.
4.  Select **Save**.


</td></tr><tr><td id="d23947e159">

**Email**

</td><td>

1.  Select **Email** to send an email.
2.  Select `Attach file`. You can attach a file either from your computer or from the touchpoint record. Select the file to be attached and select `Add` to attach the file with your email.
3.  Select the attachment \(\) icon to add any attachments.

You can attach a file either from your computer or from the touchpoint record.

4.  Select send \(\) icon.


</td></tr></tbody>
</table>
**Parent Topic:**[Reviewing customer or partner accounts](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/proactive-service-exp-workflows/product-support-for-technology/reviewing-customer-accounts-360.md)