---
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 appointments

# Create an appointment from Opportunity Management {#ariaid-title1}

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

Create appointments with the required stakeholders to move the business discussion forward for your opportunity.

## Vorbereitungen

Role required: sales_manager

## Warum und wann dieser Vorgang ausgeführt wird

You can create appointments only after creating an opportunity task. To create an opportunity task, see [Add opportunity tasks](https://servicenow-prod.fluidtopics.net/Oxp2C2uzV3tBfUaUxRyyIg "Create opportunity tasks to capture additional details of your customer's requirements.").

## Prozedur

1. Navigate to List view ![]()and select Opportunity Tasks.
2. Select the opportunity task you want to work with and select the Appointments tab.
3. Select New to start a new appointment or select an existing appointment to make changes.
4. On the Create New Appointment form, fill in the fields.  
   For more information, see [Create new appointment form](https://servicenow-prod.fluidtopics.net/NeGjcMKGkqJZW5Fm9D6oqw "Field descriptions for editing or reviewing details on the Create New Appointment form in CRM Touchpoints and Opportunity Management modules.").
5. Select Save.  
   The appointment is added to your opportunity task.
**Zugehörige Tasks**   

* [Schedule an appointment from a touchpoint](https://servicenow-prod.fluidtopics.net/v8FXwVyUOQYl8hPUzZniiQ "Schedule appointments with customers and stakeholders directly from a touchpoint record to coordinate in-person or virtual engagements and keep the entire account team informed.")