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

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Create a touchpoint from an opportunity

# Create a touchpoint from an opportunity {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Create a touchpoint to log a customer interaction directly from an opportunity record.

## Before you begin

* The CRM Touchpoints plugin (sn_crm_touchpoint) must be installed.
* The opportunity must be in a non-closed state. You can't create touchpoints for opportunities in a Closed-Won or Closed-Lost stage.

Role required: sn_crm_touchpoint.admin or sn_crm_touchpoint.touchpoint_writer

## About this task

Touchpoints are interaction records that you associate with a specific opportunity. When you create a touchpoint from the opportunity, the system automatically links the touchpoint to that opportunity and populates customer context
from the opportunity record.

## Procedure

1. In the CRM Workspace, select the List view.
2. In the Opportunity - All list, open the opportunity record.
3. In the opportunity header, select CreateTouchpoint.  
   Note:  
   The Create button and the Touchpoint option are only visible when you have permission to create CRM Touchpoints. The button is hidden when the opportunity is in a closed state.
4. In the touchpoint form, complete the required fields.  
   The following fields are automatically set and can't be edited:
   * Associated entity: set to Opportunity
   * Associated record: set to the opportunity number
   * Category: set to Sales
   * Owner: set to the user creating the touchpoint

   If the opportunity is account-based, the system also sets Account from the opportunity. The Contact field is pre-populated from the opportunity contact if one exists, and remains
   editable.
5. Select Save.

## Result

The touchpoint is created and linked to the opportunity. It appears in the Touchpoints tab of the opportunity record.

## What to do next

To view all touchpoints for the opportunity, select the Touchpoints tab.
**Related concepts**   

* [CRM Touchpoints](https://www.servicenow.com/docs/TP1hnFP4q2oVl_~HrbME_w "CRM Touchpoints helps sales and service teams capture, track, and act on customer engagements throughout the customer's association with your organization.")  
**Related tasks**   

* [Create a touchpoint from a lead](https://www.servicenow.com/docs/vX~Relb_hd2zJjCe3BNOlw "Create a touchpoint to log a customer interaction directly from a lead record.")  
**Related reference**   

* [Create new CRM touchpoint form](https://www.servicenow.com/docs/hUDmkBdaN6CDv0~ZvIhPsA "Field descriptions for the Create New CRM Touchpoint form.")

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