---
sourceDocument: Australia Sales and Order Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/de-DE/order-management

 Release :

    - australia

ft:locale :

    - de-DE

ft:publication_title :

    - Australia Sales and Order Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Create touchpoint form

# Create new CRM touchpoint form {#ariaid-title1}

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

Field descriptions for the Create New CRM Touchpoint form.
{#create-crm-touchpoint-form__table_bnp_nnl_33c__entry__2}

| 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 {#create-crm-touchpoint-form__ul_rfm_z3l_33c} |
| Category | Category that classifies the type of touchpoint. The available options are: * None (default) * Pre-Sales * Sales * Post-Sales * Partner {#create-crm-touchpoint-form__ul_obl_w3l_33c} |
| 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 {#create-crm-touchpoint-form__ul_tqt_hll_33c} |
| State | Current state of the touchpoint. The available options are: * Open (default) * In Progress * Complete * Canceled {#create-crm-touchpoint-form__ul_phz_jll_33c} |
| Priority | Priority level of the touchpoint. The available options are: * Low * Medium (default) * High {#create-crm-touchpoint-form__ul_vhz_53l_33c} |
| 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. |
[ ]

{#create-crm-touchpoint-form__table_bnp_nnl_33c}
**Zugehörige Tasks**   

* [Create a CRM touchpoint](https://servicenow-prod.fluidtopics.net/qUjqP5oOO1ILkNLiGpV7BA "Create a CRM touchpoint to log and track customer interactions across the sales cycle. Link touchpoints to accounts, contacts, and associated records to maintain a complete interaction history and drive timely follow-ups.")