Use CRM touchpoints to plan, track, and capture customer interactions across the sales cycle. A touchpoint acts as a single container for all activities related to a specific customer engagement such as discovery preparation, stakeholder alignment, or post-meeting follow-ups so that nothing gets lost across disconnected tools or personal to-do lists. Link touchpoints to accounts, contacts, leads, and opportunities to preserve customer context and enable visibility into interaction history. Create a touchpoint whenever you are preparing for or executing a structured customer engagement such as discovery or demo that requires multiple coordinated activities.