Opportunity Management Application release notes

  • Release version: Store
  • Updated June 11, 2026
  • 4 minutes to read
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    Summary of Opportunity Management Application release notes

    The Opportunity Management Application in ServiceNow enables sales teams to efficiently create, track, and manage sales opportunities throughout the customer journey. It captures essential details such as customer information, requirements, products and services of interest, and interaction history within the sales team and with external stakeholders.

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    Regular updates have enhanced functionality, improved stability, and introduced features that support sales collaboration, revenue tracking, and forecasting.

    Key Features

    • Sales Pipeline and Task Management: A dedicated landing page for sales representatives provides a consolidated view of pipeline health, priority deals, and key tasks, streamlining navigation across CRM modules (Version 11.0.0).
    • Customer Interaction Tracking: Ability to create touchpoints and schedule meetings directly from opportunity records, offering a unified view of customer engagements (Version 11.0.0).
    • Revenue Allocation: Opportunity Allocations allow revenue to be distributed among multiple contributors, promoting accurate incentive distribution and improved forecast reporting for collaborative teams (Version 10.0.1).
    • Deal Type Classification: Support for recording Direct or Indirect deal types on customer entities to align opportunities with market routes (Version 10.0.1).
    • Win/Loss Analysis and Competitor Tracking: Capture primary reasons for opportunity outcomes and associate competitors with opportunity products to analyze market trends and competitive pressures (Version 9.0.0).
    • Complete Touchpoint Timeline: View a comprehensive timeline of customer engagements on opportunity tasks to provide context and improve team collaboration (Version 9.0.0).
    • Stakeholder and Team Collaboration: Identify multiple stakeholders and engage team members with defined roles within an opportunity for structured collaboration (Version 8.0.0).
    • Pricing Enhancements: Delta pricing calculations for contract line upsells and downsells; resolution of currency-related pricing issues to ensure accurate pricing based on opportunity currency and price lists (Versions 8.0.0 and 8.0.2).
    • Product Configuration: Support for configuring bundled and complex products within opportunities (Version 6.0.0).
    • Sales Forecasting: Enables forecasting on opportunities to provide sales insights and track conversion trends (Version 6.0.0).
    • Pipeline Inspection: Auto-calculated opportunity amount rollups by stage viewable in Kanban format for better pipeline management (Version 5.0.0).
    • Subscription Revenue Metrics: Metrics such as ARR, MRR, ACV, TCV, and weighted amounts support detailed revenue reporting and recurring revenue analysis (Version 4.0.0).
    • Quote Synchronization: Keeps opportunity revenue aligned with quote revisions and stages for accurate revenue reporting (Version 4.0.0).
    • Location-Based Opportunities: Filter product catalogs by customer service location and capture opportunities across multiple service sites (Version 4.0.0).
    • Multi-Select Quote Creation: Create multiple quotes for selected opportunity line items to streamline sales processes (Version 3.0.0).
    • Teams Integration: Sidebar chat integration with Microsoft Teams for in-context collaboration among sales agents and experts (Version 3.0.0).
    • Pricing Engine Integration: Enables pricing requests from opportunities to the pricing engine for accurate offering prices (Version 2.0.1).

    Improvements and Fixes

    • Multiple releases include minor enhancements, security fixes, and performance improvements to ensure stability and reliability (Versions 6.1.0, 10.0.7, 11.0.0, and 11.1.0).
    • Resolved currency display and pricing calculation issues to ensure accurate opportunity pricing aligned with the correct currency and product price lists (Version 8.0.2).
    • Post-upgrade tasks and scheduled jobs are provided to maintain data integrity and update legacy opportunity lines for new hierarchical relationships (Version 6.0.0).

    Practical Benefits for ServiceNow Customers

    By leveraging the Opportunity Management Application, ServiceNow customers can expect enhanced visibility into sales pipelines, improved collaboration across sales teams, and more accurate revenue attribution and forecasting. The continual improvements and new features enable streamlined sales processes, better customer engagement tracking, and data-driven decision-making to boost sales effectiveness.

    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 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.