---
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


---

# Schedule meetings

# Schedule a meeting from a touchpoint {#ariaid-title1}

Release version: Australia  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Schedule meetings with leads, opportunities, and accounts directly from the touchpoint record. Align internal and external stakeholders, avoid scheduling conflicts, and build a timeline view of customer interactions for risk
analysis and planning future actions.

## Before you begin

Role required: sn_crm_touchpoint.touchpoint_writer, sn_meeting_mgmt.meeting_creator

## About this task

Schedule meetings directly from a touchpoint record to coordinate customer-facing and internal engagements without switching tools. Meetings are linked to the originating touchpoint, preserving the full context of the
customer interaction and making the scheduled engagement visible to everyone on the account team. After the meeting, share a summary with the customer as an email and capture post-meeting observations and follow-up actions
using internal notes. Use this when you need to align stakeholders, conduct discovery sessions, or plan recurring check-ins as part of a structured customer engagement.

## Procedure

1. Navigate to WorkspacesCSM/FSM Configurable Workspace.
2. Select the List icon .
3. Navigate to TouchpointsAll Touchpoints.  
   To view your touchpoints, select My Touchpoints.
4. Open a touchpoint record that you want to work with.
5. Navigate to the Meetings tab.
6. Select New.
7. On the Create New Meeting form, fill in the fields.  
   For a description of the field values, see [Create new meeting form](https://www.servicenow.com/docs/tQRk~qpzNkeEJ0ZsY9J1Hw "Field descriptions for editing or reviewing details on the Create New Meeting form for CRM Touchpoints.").
8. **Optional:** Add attachments to your meeting.
   * Drag a file on to the Attachments pane.
   * Select Select file to browse and attach a file.

   {#schedule-meeting-touchpoint__choices_sy2_q4l_33c}  
   The maximum file size that you can upload is 1024 MB.
9. Select Save.
{#schedule-meeting-touchpoint__steps_pqh_kml_33c}

## Result

The meeting is scheduled and an invite with the agenda is sent to all invitees. You can view saved meetings from the touchpoint's Meetings tab.
**Related concepts**   

* [Configuring Activity Management](https://www.servicenow.com/docs/LtytTqYtRldKrEN6H8Kn_w "Install and configure the necessary plugins for enabling Activity Management features.")
* [Activity Management](https://www.servicenow.com/docs/P5pJ2TcE1Frtlnt1ViX2gA "Activity Management helps customer-focused teams plan, execute, capture, and track customer interactions across multiple channels throughout the customer life cycle. These interactions include emails, meetings, calls, and key customer touchpoints such as discovery, product demos.")

*[\>]: and then