Manage touchpoints on an opportunity

task brazil Updated Sep 10, 2026 1 min read manage-touchpoints-opportunity.md

View, create, and delete touchpoints associated with an opportunity from the touchpoints related list.

Before you begin

The CRM Touchpoints plugin (sn_crm_touchpoint) must be installed.

Role required: sn_crm_touchpoint.admin or sn_crm_touchpoint.touchpoint_writer

About this task

The Touchpoints tab on an opportunity record displays all touchpoints associated with that opportunity. You can create new touchpoints or delete existing ones directly from this list.

Procedure

In the CRM Workspace, select the List [Omitted image "list-outline-24.svg"] Alt text: view.
In the Opportunity - All list, open the opportunity record and select the Touchpoints tab.

The list displays all touchpoints associated with the opportunity.
To create a touchpoint, select New in the related list or select Create Touchpoint from the opportunity header.
To delete one or more touchpoints, select the checkbox next to each touchpoint and then select Delete.

Note: A confirmation prompt appears before the deletion completes.

The selected touchpoints are removed from the opportunity.

Result

Changes are saved to the opportunity. The Touchpoints tab reflects the current state of all linked touchpoints.

Related topics

Schedule a meeting from an opportunity

Manage touchpoints on a lead

CRM Touchpoints

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---
title: Manage touchpoints on an opportunity
description: View, create, and delete touchpoints associated with an opportunity from the touchpoints related list.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/order-management/manage-touchpoints-opportunity.html
release: brazil
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Opportunity Management, Sales automation apps, Use, Sales Customer Relationship Management]
---

# Manage touchpoints on an opportunity

View, create, and delete touchpoints associated with an opportunity from the touchpoints related list.

## Before you begin

The CRM Touchpoints plugin \(sn\_crm\_touchpoint\) must be installed.

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

## About this task

The **Touchpoints** tab on an opportunity record displays all touchpoints associated with that opportunity. You can create new touchpoints or delete existing ones directly from this list.

## Procedure

1. In the CRM Workspace, select the **List** \[Omitted image "list-outline-24.svg"\] Alt text: view.

2. In the **Opportunity - All** list, open the opportunity record and select the **Touchpoints** tab.

The list displays all touchpoints associated with the opportunity.

3. To create a touchpoint, select **New** in the related list or select **Create Touchpoint** from the opportunity header.

4. To delete one or more touchpoints, select the checkbox next to each touchpoint and then select **Delete**.

**Note:** A confirmation prompt appears before the deletion completes.

The selected touchpoints are removed from the opportunity.

## Result

Changes are saved to the opportunity. The Touchpoints tab reflects the current state of all linked touchpoints.

**Related topics**

[Schedule a meeting from an opportunity](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/schedule-meeting-opportunity.md)

[Manage touchpoints on a lead](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/manage-touchpoints-lead.md)

[CRM Touchpoints](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/explore-crm-touchpoints.md)