Create new CRM touchpoint form
Field descriptions for the Create New CRM Touchpoint form.
| Field | Description |
|---|---|
| Number | System-generated unique identifier for the touchpoint record starting with the prefix CRMTPT. |
| Title | Descriptive name for the touchpoint. For example, Product demo session. |
| Type | Type of interaction the touchpoint represents. The available options are:- None \(default\) - Discovery - Demo - Customer business review - Qualification - Solution review - Proposal review - Commercials - Technical win - Account check-in - Buying group check-in - Executive alignment - Renewal discussion - Adoption review - Business value assessment - Partner enablement - Sequence outreach - Other |
| Category | Category that classifies the type of touchpoint. The available options are:- None \(default\) - Pre-Sales - Sales - Post-Sales - Partner |
| Associated entity | The table name of the CRM entity linked to the touchpoint, such as Opportunity \[sn\_opty\_mgmt\_core\_opportunity\]. |
| Associated record | Record from the selected associated entity that is linked to the touchpoint, such as an opportunity record. The available options are based on the value set in the Associated entity field. |
| Primary channel | Primary communication channel used for the touchpoint. The available options are:- None \(default\) - Email - Call - Meeting - In-Person - Social |
| State | Current state of the touchpoint. The available options are:- Open \(default\) - In Progress - Complete - Canceled |
| Priority | Priority level of the touchpoint. The available options are:- Low - Medium \(default\) - High |
| Account | This field is automatically set to the account of the Associated entity. |
| Contact | This field is automatically set to the contact associated with the Account. You can select a contact from the drop-down list if the Associated entity is set to Account. |
| Due date | Date and time by which the touchpoint activity should be completed. |
| Owner | User responsible for the touchpoint. This field is automatically set to the logged-in user. |
| Description | Optional additional details about the touchpoint. |
| Notes \(Private\) | Internal notes visible only to the touchpoint owner and team members with appropriate access. |
Note: The Account and Contact fields become read-only after you save the CRM Touchpoints.
Parent Topic:Activity Management reference
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