Field descriptions for the Create New CRM Touchpoint form.

Field	Description
Number	System-generated unique identifier for the touchpoint record starting with the prefix CRMTPT.
Title	Descriptive name for the touchpoint. For example, Discovery of needs.
Type	Type of interaction the touchpoint represents. The available options are: None (default) Discovery Demo CBR Other
Category	Category that classifies the type of touchpoint. The available options are: None (default) Pre-Sales Sales Post-Sales Partner
Associated entity	Table name of the CRM entity linked to the touchpoint, such as Opportunity [sn_opty_mgmt_core_opportunity]. A value for this field must be set before modifying the Associated record field.
Associated record	Record from the selected associated entity that is linked to the touchpoint, such as an opportunity record. The available options are filtered based on the value set in the Associated entity field.
Primary channel	Primary communication channel used for the touchpoint. The available options are: None (default) Email Call Meeting In-Person Social
State	Current state of the touchpoint. The available options are: Open (default) In Progress Complete Canceled
Priority	Priority level of the touchpoint. The available options are: Low Medium (default) High
Account	Account associated with the touchpoint.
Contact	Contact person associated with the touchpoint.
Due date	Date and time by which the touchpoint activity should be completed.
Owner	User responsible for the touchpoint. Defaults to the logged-in user.
Description	Additional details about the touchpoint.
Notes (Private)	Internal notes visible only to the touchpoint owner and team members with appropriate access.