Create new callback form

reference brazil Updated Sep 10, 2026 1 min read create-call-touchpoint-form.md
Raw file servicenow.com

Field descriptions for the Create New Callback form for CRM Touchpoints.

Field

Description

Number

System-generated unique identifier for the callback record starting with prefix CAL.

Short description

Brief summary of the purpose of the call.

Reason for the call

Reason or context for the callback. The available options are:- None (default)

  • Product Issue
  • Order Issue
  • Billing Issue
  • Customer Survey
  • Other issue
  • Sales Discovery
  • Product Feedback
  • Customer Relationship Building

Callback context

This field is automatically set to the CRM touchpoint from which the callback was created.

Priority

Priority level of the callback. The available options are:- None (default)

  • 1 - Critical
  • 2 - High
  • 3 - Moderate
  • 4 - Low
  • 5 - Planning

Assigned to

Agent responsible for making the call.

Due date

Date and time by which the call should be completed.

Callback number

Phone number to call.

Outcome

Result of the call, recorded after the callback is completed. The available options are:- None (default)

  • Resolved
  • Timeout
  • Max attempts exceeded
  • No show
  • Cancelled by agent
  • Technical issue
  • Picked up
  • Interested
  • Left Voicemail
  • Rescheduled
  • Other

State

Current state of the callback record. The available options are:- Open

  • Work in Progress
  • Closed Complete
  • Closed Abandoned
  • Cancelled

Description

Optional additional details about the callback.

Work notes

Internal notes about the callback, visible only to team members.

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

Related topics

Schedule a call from a touchpoint

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