---
sourceDocument: Yokohama Account Lifecycle Events
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Account Lifecycle Events

ft:clusterId :

    - actle

bundleId :

    - actle

workflow :

    - Customer and Industry


---

# About Touchpoints

# About Touchpoints {#ariaid-title1}

Release version: Yokohama  
Updated January 30, 2025  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Customer success agents can schedule regular touchpoints during the lifecycle of an engagement to evaluate progress, provide feedback, and offer guidance.

Touchpoints are used to support conversations between providers and enterprise customers at different stages in the engagement lifecycle. Touchpoints help capture and organize both internal and external meeting notes, and ensure that
all communication and action items are efficiently tracked and easily accessible for future reference.

## Touchpoint user roles {#account-lifecycle-touchpoints__section_gyh_vd3_rdc}

{#account-lifecycle-touchpoints__table_bcc_zd3_rdc__entry__2}

| User role | Description |
|-|-|
| Success Agent | Can create, read, and update touchpoints and meeting records. |
| Success Customer | Can create and update touchpoints, meeting records, and schedule meetings. |
[ ]

{#account-lifecycle-touchpoints__table_bcc_zd3_rdc}

See [Touchpoint home page](https://servicenow-prod.fluidtopics.net/NIHGPM2xCSa~kJt~vLCn7A "During the engagement lifecycle, customer success agents schedule regular touchpoints with customers to evaluate progress, provide feedback, and offer guidance.")
for more details.