Manage touchpoints on an opportunity

  • Release version: Australia
  • Updated June 9, 2026
  • 1 minute to read

    • 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 CSM Configurable Workspace, select the List 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. Optional: To create a touchpoint, select New in the related list or select Create Touchpoint from the opportunity header.
    4. Optional: 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.