Create custom touchpoint types

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

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

    Before you begin

    Role required: sn_crm_touchpoint.admin

    About this task

    Several touchpoint types are available by default. To view the available options, see Create new CRM touchpoint form.

    Procedure

    1. Navigate to All > System Definition > Tables.
    2. In the Label search field, enter CRM Touchpoint and select the CRM Touchpoint [sn_crm_touchpoint_touchpoint] table.
    3. In the Column label search field, enter Subcategory 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 form, fill in the fields.
      Table 1. Choice New record form
      Field Description
      Label User‑visible name for the type 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.
    8. Select Submit.