---
sourceDocument: Brazil Customer Success Management
sourceDocumentLink: https://www.servicenow.com/docs/r/acct-lifecycle-events

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Customer Success Management

ft:clusterId :

    - actle

bundleId :

    - actle

workflow :

    - Customer and Industry


---

# Convert a next step to an associated record

# Convert a next step to an associated record {#ariaid-title1}

Release version: Brazil  
Updated September 30, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Convert a next step by linking it to the record that addresses the follow-up, so the record appears as an action item of the meeting.

## Before you begin

* The record that addresses the follow-up, such as a success task or an internal play, must already exist.
* Role required: sn_sch_plus.next_step_write
{#account-lifecycle-convert-next-step__account-lifecycle-convert-next-step-ul-prereq}

## About this task

Convert a next step when a record already exists that addresses the follow-up. For background, see [Meeting agenda items and next steps](https://www.servicenow.com/docs/eqmGyy0DfDN2vHyDsnXdxg "Record each topic on a touchpoint meeting agenda and each follow-up as its own record, so you can see what the meeting covered and what is still open.").

## Procedure

1. Open the next step.  
   Navigate to AllTouchpoint MeetingMeeting Next Steps and select the next step, or open it from the Meeting Next Steps related list in the Related Items panel on the meeting page.
2. Select Convert.  
   The Convert button isn't available if the next step is already converted.
3. In the Associated table field, select the table that contains the record.
4. In the Associated record field, select the record.  
   The dialog fills in the next step and the meeting. The association type is always Action Item.
5. Select Submit.  
   The state of the next step changes to Converted. The record you selected appears in the Meeting Applicable Records for the meeting with the association type Action Item.

   The record also appears in the Meeting Applicable Records related list on the meeting record, in the classic UI and in the CRM Workspace.

## What to do next

You can convert a dropped next step. The state changes from Dropped to Converted.
**Related concepts**   

* [Meeting agenda items and next steps](https://www.servicenow.com/docs/eqmGyy0DfDN2vHyDsnXdxg "Record each topic on a touchpoint meeting agenda and each follow-up as its own record, so you can see what the meeting covered and what is still open.")
* [Meeting recap](https://www.servicenow.com/docs/9P95F1LMooaRIdI~i0Btdw "When a meeting is completed, the meeting page displays a recap of the meeting, including an AI-generated summary, success tasks, and records associated with the meeting.")  
**Related tasks**   

* [Drop a next step](https://www.servicenow.com/docs/FOcgQsVfvei4KKf81B3_aA "Drop a next step when the follow-up doesn't need any action, so it's closed without linking it to another record.")

*[\>]: and then