Schedule an appointment from a touchpoint

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.

Before you begin

You can create appointments only after creating a lead or opportunity task. For information on how to create an opportunity task from the Touchpoints module, see Create a related task from a touchpoint. Alternatively, you can create an opportunity task from the Opportunity module in the CSM/FSM Configurable Workspace. For details, see Add opportunity tasks and Add lead tasks.

Role required: sn_crm_touchpoint.touchpoint_writer

Procedure

1. Navigate to Workspaces > CSM/FSM Configurable Workspace.
2. Select the List icon .
3. Navigate to Touchpoints > All Touchpoints.
4. Open the touchpoint record to update.
5. Navigate to the tab related to the entity type.
   For example, if Opportunity is the associated entity, then the name of the tab would be Opportunity Tasks.
6. Select a task record.
7. Navigate to the Appointments tab.
8. Select New.
9. On the Create New Appointment form, fill in the fields.
   For more information about the form fields for the CRM entities, refer to the corresponding topic.

   CRM entity	Form field descriptions
   Lead	Create new appointment form
   Opportunity	Create new appointment form

10. Select Save.

Result

The appointment is scheduled and can be viewed from the touchpoint record's Appointments tab.

Related concepts

• Configuring Activity Management
• Activity Management