Activity Management reference

Reference topics provide additional information about the Activity Management application.

• Components installed with CRM Touchpoints
  Several types of components are installed with activation of the CRM Touchpoints plugin, including tables and user roles.
• Create new CRM touchpoint form
  Field descriptions for the Create New CRM Touchpoint form.
• Create new meeting form
  Field descriptions for editing or reviewing details on the Create New Meeting form for CRM Touchpoints.
• Create new callback form
  Field descriptions for the Create New Callback form for CRM Touchpoints.
• Components installed with the CRM Outlook Add-in
  User roles are installed with activation of the CRM Outlook Add-in plugin.
• Lead form in the ServiceNow CRM for Outlook add-in
  Field descriptions for creating or viewing a lead record from the ServiceNow CRM for Outlook add-in.
• Account form in the ServiceNow CRM for Outlook add-in
  Field descriptions for viewing or editing an account record from the ServiceNow CRM for Outlook add-in.
• Contact form in the ServiceNow CRM for Outlook add-in
  Field descriptions for creating a contact record from the ServiceNow CRM for Outlook add-in.
• Opportunity form in the ServiceNow CRM for Outlook add-in
  Field descriptions for viewing or editing an opportunity record from the ServiceNow CRM for Outlook add-in.
• Staged Email table
  Field descriptions for viewing email records linked to CRM entities in the Staged Email [sys_email_staging] table.

Parent Topic:Lead and opportunity management reference