---
sourceDocument: Australia Customer Success Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/de-DE/acct-lifecycle-events

 Release :

    - australia

ft:locale :

    - de-DE

ft:publication_title :

    - Australia Customer Success Management

ft:clusterId :

    - actle

bundleId :

    - actle

workflow :

    - Customer and Industry


---

# Touchpoint planner

# Touchpoint planner {#ariaid-title1}

* Freigeben Version: Australia
* 
* Aktualisiert 12. März 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 Minute Lesedauer

The touchpoint planner shows a calendar view of different touchpoints across all accounts associated with the customer success manager.  
Hinweis:  
* Engagements can be viewed by the engagement account manager, customer success manager, or squad member associated with the engagement.
* Touchpoints can be viewed by the engagement account manager, customer success manager, or squad member assigned to the touchpoint.
* Meeting can be viewed by the engagement account manager, customer success manager, meeting organizer, or squad member assigned to the touchpoint.
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The touchpoint planner provides a calendar view of touchpoints organized by account engagement and the type of touchpoint, priority, and status. To view the Touchpoint planner, follow these steps:

1. Login as a user with the `sn_acct_lc.customer_success_agent` role.
2. Navigate to WorkspacesCSM/FSM Configurable Workspace and select the Touchpoint planner icon on the left navigation pane.
{#account-lifecycle-touchpoint-planner__ol_uqv_3zy_12c}  

<br />

You can do the following:

* Enter a criteria in the Search field to view touchpoints and meetings that match the criteria.
* Select the icon to sort the list either by Contract value, Health score, or Last updated touchpoints.
* Select Today to view the list of touchpoints and meetings that have been scheduled for today.
* Select a date period to view the schedule for that period.
* Select Week or Month option to view the schedule for the week or for month as required.
* The time zone shows the current time zone of the logged in user.
* Select Create Touchpoint to create a new touchpoint. See [Create a touchpoint](https://servicenow-prod.fluidtopics.net/spTnZl7s~yb1lighaQZl_w "Create a touchpoint to capture and support conversations between providers and customers during the engagement lifecycle.") for details.
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