Opportunity Management Application release notes

  • Release version: Store
  • Updated August 6, 2026
  • 5 minutes to read
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    Summary of Opportunity Management Application release notes

    The Opportunity Management Application on the ServiceNow Store enables customers to efficiently create, track, and manage sales opportunities throughout the customer journey lifecycle. It captures key customer details, requirements, product interests, and team interactions, helping sales teams gain visibility and control over their pipeline and deals.

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    Key Features

    • Guided Selling Framework: Enforces stage exit governance and centralizes deal management in a unified workspace (introduced in versions 12.0.1 and 12.1.0).
    • Opportunity Allocations: Allows revenue allocation among multiple contributors for accurate incentive distribution and forecasting (version 10.0.1).
    • Competitor and Outcome Tracking: Capture win/loss reasons, associate competitors at product level, and analyze competitive trends (version 9.0.0).
    • Global Search Integration: Opportunity records are searchable via global search for faster access (versions 13.0.1 and 13.1.0).
    • Quote and Pricing Enhancements: Sync quotes with opportunities, update price lists by currency, and support delta pricing for contract upsells/downsells (various versions including 4.0.0, 8.0.0, and 13.x releases).
    • Collaboration Tools: Integration with Microsoft Teams sidebar chat, multi-member opportunity teams, and touchpoint timelines to improve communication and context (versions 3.0.0 and 8.0.0).
    • Sales Forecasting and Pipeline Inspection: Enables sales forecasting on opportunities and pipeline inspection via Kanban view with rollup amounts (versions 5.0.0 and 6.0.0).
    • UI Refinements and Performance Improvements: Continuous UX fixes, padding adjustments, rebranding updates, and performance enhancements to optimize user experience (latest versions 13.0.1 and 13.1.0).

    Practical Benefits for ServiceNow Customers

    • Gain centralized visibility into sales opportunities with a streamlined workspace and improved pipeline health insights.
    • Ensure accurate revenue attribution and incentive fairness through opportunity allocation features.
    • Improve forecasting accuracy and revenue reporting by syncing quotes, tracking subscription metrics, and managing currency-specific pricing.
    • Enhance collaboration across sales teams and stakeholders with integrated communication tools and detailed touchpoint tracking.
    • Customize and configure opportunity management processes with system property controls for win/loss dependencies and guided selling enforcement.
    • Access opportunity data easily through global search and navigate an optimized UI for faster and more effective sales management.

    Maintenance and Stability

    The release notes include several fixes addressing user experience defects, semantic search accuracy, pricing calculation inconsistencies, intermittent errors, and general stability improvements to ensure a reliable and performant application.

    Version history for the Opportunity Management Application on the ServiceNow Store.

    Important:
    For details on system requirements and family compatibility, view the application listing on the ServiceNow Store website.

    Version history

    Version 13.0.1 - August 2026 (Zurich)
    • New:
      • Added support for Opportunity records in global search
      • UI refinements on the Opportunity page — padding fixes and rebranding updates
      • Quote tasks for primary quotes now appear in the To-Do section of the Opportunity Overview page
      • Added configurable dependency between Won/Lost stage and Won/Lost reason fields, controlled via system properties
    • Fixed:
      • Resolved UX defects on the Opportunity Overview page and Guided Selling experience
      • Fixed semantic search results for Opportunity records
      • Corrected inconsistencies in Contract End Date and Term (months) calculations within Opportunity Management
      • Price list on Opportunity now updates correctly when currency is changed
      • Resolved intermittent "One or more property values are invalid" error in Manage Allocations when saving allocation splits
      • Addressed performance issues on the Opportunity page
    Version 13.1.0 - August 2026 (Australia)
    • New:
      • Added support for Opportunity records in global search
      • UI refinements on the Opportunity page — padding fixes and rebranding updates
      • Quote tasks for primary quotes now appear in the To-Do section of the Opportunity Overview page
      • Added configurable dependency between Won/Lost stage and Won/Lost reason fields, controlled via system properties
    • Fixed:
      • Resolved UX defects on the Opportunity Overview page and Guided Selling experience
      • Fixed semantic search results for Opportunity records
      • Corrected inconsistencies in Contract End Date and Term (months) calculations within Opportunity Management
      • Price list on Opportunity now updates correctly when currency is changed
      • Resolved intermittent "One or more property values are invalid" error in Manage Allocations when saving allocation splits
      • Addressed performance issues on the Opportunity page
    Version 12.1.0 - July 2026 (Australia)
    New: Create a guided selling framework to enforce stage exit governance, and manage all deal-related actions from a unified opportunity workspace.
    Version 12.0.1 - July 2026 (Zurich)
    New: Create a guided selling framework to enforce stage exit governance, and manage all deal-related actions from a unified opportunity workspace.
    Version 11.0.0 - June 2026 (Zurich)
    • New:
      • A new landing page for sales rep that gives a dedicated starting point that surfaces pipeline health, priority deals, and key tasks — without navigating across multiple CRM modules.C
      • Create touchpoints and schedule meetings directly from an opportunity record for a consolidated view of all customer interactions.
    • Changed: This release includes fixes for known issues to improve stability and reliability. No new features or enhancements have been introduced.
    Version 11.1.0 - June 2026 (Australia)
    Changed: This release includes fixes for known issues to improve stability and reliability. No new features or enhancements have been introduced.
    Version 10.0.7 - May 2026
    Fixed: Minor enhancements and security fixes.
    Version 10.0.1 - April 2026
    • This release includes:
      • Allocate opportunity revenue among multiple contributors by utilizing Opportunity Allocations. This method allows for precise attribution of sales contributions, ensures accurate incentive distribution, and enhances forecast reporting for collaborative sales teams. It promotes transparency and fairness in recognizing and compensating all team members.
      • Record Direct or Indirect deal types on customer entities to align opportunities with defined routes to market.
    Version 9.0.0 - March 2026
    • This release includes:
      • Support to effectively capture the primary reasons for winning or losing a given opportunity.
      • Associate competitors with opportunity products and record contributing factors to report and analyze competitor trends, product‑level competitive pressure, and opportunity outcome patterns. Additionally,  track incumbent competitors and any new or emerging entrants in the market.
      • Gain complete visibility into customer engagement by viewing a complete touchpoint timeline on Opportunity tasks so that teams have context at their fingertips.
    Version 8.0.2 - January 2026
    Fixed: Resolved currency-related issues in Opportunity Pricing. Previously, the amount fields in opportunities displayed values in the default currency (USD) instead of reflecting the specific opportunity currency and the correct prices were not derived from the price list for the product offerings.
    Version 8.0.0 - December 2025
    • This release includes:
      • Opportunity associated contact
      • Clearly identify multiple stakeholders from the account,ensuring clear identification of all stakeholders and their respective roles.
      • Opportunity team member
      • Engage multiple team members with an opportunity to enable a structured collaboration, and grant access based on their roles.
      • Delta pricing for opportunity
      • Enhancements for enabling calculation of delta amount on opportunity and its lines, during contract line upsells and downsells.
    Version 6.1.0 - August 2025
    New changes in this release: Performance improvements along with minor product improvements and security fixes.
    Version 6.0.1 - July 2025
    As part of this release, we have provided support for new workspace bundle list page.
    Version 6.0.0 - May 2025
    • New changes in this release:
      • Support product configurator on Opportunity:
        • This feature enables customers to customize bundled products and products with complex characteristics in the product catalogue.
      • Post-upgrade task: Run scheduled job 'Revise existing opportunities on upgrade' to update existing opportunity lines that were created prior to the upgrade, to follow a parent-child hierarchy relationship.
      • Support Sales forecasting on Opportunity
        • This feature enables Sales team to forecast on Opportunities and gain sales insights on conversion trends.
    Version 5.0.0 - February 2025
    New Feature: Support pipeline inspection in the Opportunity Kanban View This feature enables customers to view the auto-calculated opportunity amount rollup for each opportunity stage in the Kanban View.
    Version 4.0.0 - November 2024
    • New:
      • Along with the existing features on opportunity, we have included the following features this time:
        • Subscription revenue metrics: Enable sales agents and managers to access and view key calculated metrics such as ARR, MRR, ACV, TCV, Amount, and Weighted Amount. These metrics support more effective pipeline inspection, enhance revenue reporting, and provide a clearer understanding of recurring revenue dynamics.
        • Sync quote to opportunity: Enable sales agents or managers to keep the opportunity revenue up-to-date with the quote through its various stages and revisions for accurate revenue reporting at any point in time.
        • Location-based opportunity: Enable sales agents to filter the product catalog based on customer's service location & capture opportunities and opportunity line items across their different service locations.
    Version 3.0.0 - August 2024
    • Changed:
      • Along with the existing features on Opportunity, we have included the following features this time:
        • Multi-select opportunity lines and create quotes for them: Allowing sales agents or managers to create multiple quotes for specific line items through the 'Create New Quote' UI action available in the line items related list.
        • Sidebar chat integration with Teams on Opportunity: Facilitating collaboration among sales agents and subject matter experts within the context of an opportunity by integrating the Sidebar with Teams platform capability in Opportunity Management
          • Sidebar chat integration with Teams on Opportunity will require minimum platform version as Xanadu
    Version 2.0.1 - May 2024
    Changed: Included pricing-related fields within Opportunity Header and Line items. Facilitated pricing requests from Opportunity to the pricing engine for retrieving prices of offerings listed in the price lists.
    Version 1.0.0 - February 2024
    Opportunity Management enables customers to create and track opportunities across the lifecycle of the customer journey. On an opportunity you can capture customer related details, customer requirements, products and services the customer is interested in, and interactions within the sales team or with external stakeholders.