---
title: Create a touchpoint from Technology Account 360 view
description: Create a touchpoint to capture and support conversations by analyzing the customer account data in the Technology Account 360 view.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/proactive-service-exp-workflows/product-support-for-technology/create-touchpoint-technology-account-360-view.html
release: australia
product: Product Support for Technology
classification: product-support-for-technology
topic_type: task
last_updated: "2026-08-13"
reading_time_minutes: 1
breadcrumb: [Review customer or partner accounts, Use, Proactive Service Experience Workflows, Product Support for Technology]
---

# Create a touchpoint from Technology Account 360 view

Create a touchpoint to capture and support conversations by analyzing the customer account data in the Technology Account 360 view.

## Before you begin

Role required: sn\_acct\_lc.customer\_success\_agent, sn\_ind\_tsm\_sdwan.app\_eng

## Procedure

1.  Navigate to **Workspaces** > **Service Operations Workspace**.

2.  Select the list icon \(\[Omitted image "icon-list.png"\] Alt text: List Icon.\)

3.  Navigate to **Accounts** > **All**.

4.  In the Accounts list, select a customer account.

    **Note:** You can also access this view by selecting a company \(account\) name account inside the various incident lists or within the incident form in Service Operations Workspace.

5.  Select **Compose touchpoint**, and then select one of the following from the drop-down list.

<table id="choicetable_qqm_jnx_fkc"><thead><tr><th align="left" id="d23715e114">

Option

</th><th align="left" id="d23715e117">

Details

</th></tr></thead><tbody><tr><td id="d23715e123">

**Meeting**

</td><td>

Select this option to schedule a new meeting.1.  Select **Meeting** to schedule a new meeting.
2.  Fill in the fields. For more information about the fields, see [Touchpoint home page](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/acct-lifecycle-events/account-lifecycle-touchpoint-home.md).
3.  Select **Select file** to add any attachments.
4.  Select **Save**.


</td></tr><tr><td id="d23715e159">

**Email**

</td><td>

1.  Select **Email** to send an email.
2.  Select `Attach file`. You can attach a file either from your computer or from the touchpoint record. Select the file to be attached and select `Add` to attach the file with your email.
3.  Select the attachment \(\) icon to add any attachments.

You can attach a file either from your computer or from the touchpoint record.

4.  Select send \(\) icon.


</td></tr></tbody>
</table>
**Parent Topic:**[Reviewing customer or partner accounts](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/proactive-service-exp-workflows/product-support-for-technology/reviewing-customer-accounts-360.md)