Activity Management reference
concept brazil Updated Sep 10, 2026 1 min read activity-management-reference.md
Reference topics provide additional information about the Activity Management application.
- Components installed with CRM Touchpoints
Several types of components are installed with activation of the CRM Touchpoints plugin, including tables and user roles. - Create new CRM touchpoint form
Field descriptions for the Create New CRM Touchpoint form. - Create new meeting form
Field descriptions for editing or reviewing details on the Create New Meeting form for CRM Touchpoints. - Create new callback form
Field descriptions for the Create New Callback form for CRM Touchpoints. - Components installed with the CRM Outlook Add-in
User roles are installed with activation of the CRM Outlook Add-in plugin. - Lead form in the ServiceNow CRM for Outlook add-in
Field descriptions for creating or viewing a lead record from the ServiceNow CRM for Outlook add-in. - Account form in the ServiceNow CRM for Outlook add-in
Field descriptions for viewing or editing an account record from the ServiceNow CRM for Outlook add-in. - Contact form in the ServiceNow CRM for Outlook add-in
Field descriptions for creating a contact record from the ServiceNow CRM for Outlook add-in. - Opportunity form in the ServiceNow CRM for Outlook add-in
Field descriptions for viewing or editing an opportunity record from the ServiceNow CRM for Outlook add-in. - Staged Email table
Field descriptions for viewing email records linked to CRM entities in the Staged Email [sys_email_staging] table.
Parent Topic:Sales automation reference
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--- title: Activity Management reference description: Reference topics provide additional information about the Activity Management application. locale: en-US canonical_url: https://www.servicenow.com/docs/r/order-management/activity-management-reference.html release: brazil topic_type: concept last_updated: "2026-09-10" reading_time_minutes: 1 breadcrumb: [Sales automation, Reference, Sales Customer Relationship Management] --- # Activity Management reference Reference topics provide additional information about the Activity Management application. - **[Components installed with CRM Touchpoints](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/components-installed-crm-touchpoints.md)** Several types of components are installed with activation of the CRM Touchpoints plugin, including tables and user roles. - **[Create new CRM touchpoint form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/create-crm-touchpoint-form.md)** Field descriptions for the Create New CRM Touchpoint form. - **[Create new meeting form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/create-meeting-touchpoints-form.md)** Field descriptions for editing or reviewing details on the Create New Meeting form for CRM Touchpoints. - **[Create new callback form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/create-call-touchpoint-form.md)** Field descriptions for the Create New Callback form for CRM Touchpoints. - **[Components installed with the CRM Outlook Add-in](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/components-installed-crm-outlook-add-in.md)** User roles are installed with activation of the CRM Outlook Add-in plugin. - **[Lead form in the ServiceNow CRM for Outlook add-in](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/lead-fields-outlook.md)** Field descriptions for creating or viewing a lead record from the ServiceNow CRM for Outlook add-in. - **[Account form in the ServiceNow CRM for Outlook add-in](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/account-fields-outlook.md)** Field descriptions for viewing or editing an account record from the ServiceNow CRM for Outlook add-in. - **[Contact form in the ServiceNow CRM for Outlook add-in](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/contact-fields-outlook.md)** Field descriptions for creating a contact record from the ServiceNow CRM for Outlook add-in. - **[Opportunity form in the ServiceNow CRM for Outlook add-in](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/opportunity-fields-outlook.md)** Field descriptions for viewing or editing an opportunity record from the ServiceNow CRM for Outlook add-in. - **[Staged Email table](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/staged-email-fields-outlook.md)** Field descriptions for viewing email records linked to CRM entities in the Staged Email \[sys\_email\_staging\] table. **Parent Topic:**[Sales automation reference](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/reference-lead-opportunity-mgt.md)
| title | Activity Management reference |
| description | Reference topics provide additional information about the Activity Management application. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/order-management/activity-management-reference.html |
| release | brazil |
| topic_type | concept |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | Sales automationReferenceSales Customer Relationship Management |