---
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 custom touchpoint types

# Create custom touchpoint types {#ariaid-title1}

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

Create touchpoint types tailored to your sales organization's workflow to capture activities beyond the standard Discovery, Demo, and CBR types.

## Vorbereitungen

Role required: sn_crm_touchpoint.admin

## Prozedur

1. Navigate to AllSystem DefinitionTables.
2. In the Label search field, enter <kbd class="ph userinput">CRM Touchpoint</kbd> and select the CRM Touchpoint \[sn_crm_touchpoint_touchpoint\] table.
3. In the Column label search field, enter <kbd class="ph userinput">Subcategory</kbd> and select the record.
4. If a message appears about the application scope, select here to be able to edit the record.
5. Navigate to the Choices tab under Related Links.
6. Select New.
7. On the Choice New record form, fill in the fields.  
   {#create-custom-touchpoint-types__table_vgk_j4m_g3c__entry__2}

   | Field | Description |
   |-|-|
   | Label | User‑visible text shown in the Type drop-down menu on the CRM Touchpoints form. For example, Business Value Assessment (BVA). |
   | Value | Internal value stored in the database when a choice is selected. |
   [ ]

   {#create-custom-touchpoint-types__table_vgk_j4m_g3c}
8. Select Submit.

## Ergebnisse

The custom value becomes available in the Type drop-down menu on the CRM Touchpoints form.