---
sourceDocument: Australia Sales Customer Relationship Management
sourceDocumentLink: https://www.servicenow.com/docs/r/australia/order-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Create appointments

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

Release version: Australia  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Create appointments with the required stakeholders to move the business discussion forward for your opportunity.

## Before you begin

Role required: sales_manager

## About this task

You can create appointments only after creating an opportunity task. To create an opportunity task, see [Add opportunity tasks](https://www.servicenow.com/docs/4oHNfWRySyZtjmZpZAFkfQ "Create opportunity tasks to capture additional details of your customer's requirements.").

## Procedure

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://www.servicenow.com/docs/ZQ7Dr1927mqr7UBzFHyMdQ "Field descriptions for editing or reviewing details on the Create New Appointment form in the CRM Touchpoints and Opportunity Management modules.").
5. Select Save.  
   The appointment is added to your opportunity task.
**Related tasks**   

* [Schedule an appointment from a touchpoint](https://www.servicenow.com/docs/MXJKpIgk7FAezB~CgNQCDg "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.")