---
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


---

# Manage touchpoints

# Manage touchpoints on an opportunity {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
View, create, and delete touchpoints associated with an opportunity from the touchpoints related list.

## Before you begin

The CRM Touchpoints plugin (sn_crm_touchpoint) must be installed.

Role required: sn_crm_touchpoint.admin or sn_crm_touchpoint.touchpoint_writer

## About this task

The Touchpoints tab on an opportunity record displays all touchpoints associated with that opportunity. You can create new touchpoints or delete existing ones directly from this list.

## Procedure

1. In the CRM Workspace, select the List view.
2. In the Opportunity - All list, open the opportunity record and select the Touchpoints tab.  
   The list displays all touchpoints associated with the opportunity.
3. **Optional:** To create a touchpoint, select New in the related list or select Create Touchpoint from the opportunity header.
4. **Optional:** To delete one or more touchpoints, select the checkbox next to each touchpoint and then select Delete.  
   Note:  
   A confirmation prompt appears before the deletion completes.  
   The selected touchpoints are removed from the opportunity.

## Result

Changes are saved to the opportunity. The Touchpoints tab reflects the current state of all linked touchpoints.
**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**   

* [Schedule a meeting from an opportunity](https://www.servicenow.com/docs/O5xS81KqW195pcwaVPdwOg "Schedule a client meeting directly from an opportunity record to associate it with the opportunity.")
* [Manage touchpoints on a lead](https://www.servicenow.com/docs/q~WRyc2C6NpBq3VovMhEPg "View, create, and delete touchpoints associated with a lead from the touchpoints related list.")