--- sourceDocument: australia Combined Product Files sourceDocumentLink: https://www.servicenow.com/docs/r/australia/delta-xanadu-australia Release : - australia ft:locale : - en-US ft:publication_title : - australia Combined Product Files ft:clusterId : - delta3ax bundleId : - delta3ax --- # Combined Opportunity Management release notes for upgrades from Xanadu to Australia # Combined Opportunity Management release notes for upgrades from Xanadu to Australia {#ariaid-title1} Release version: Australia Updated October 8, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 10 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete. ## Summary of Combined Opportunity Management Release Notes for Upgrades from Xanadu to Australia This consolidated release notes document guides ServiceNow customers through Opportunity Management enhancements and changes from the Xanadu release family through to the Australia release. It helps customers prepare for upgrades by summarizing new features, changes, deprecations, activation instructions, and highlight information relevant to Opportunity Management. Show full answer Show less Each release section notes whether updates were made or not, ensuring clarity on feature evolution across releases. ## New Features * **Xanadu:** Introduced Microsoft Teams sidebar integration for enhanced collaboration on opportunities; ability to create quotes from selected opportunity line items; location-based transactions to filter catalog products by customer location; synchronization between quotes and opportunities for consistent revenue tracking; and system-calculated subscription revenue metrics to improve sales and management insights. * **Yokohama:** Empowered sales reps to customize complex product bundles via the product configurator, revise existing opportunities post-upgrade to support parent-child line items, and view roll-up amounts in the Opportunity Kanban View for currency-based stage tracking. * **Zurich:** Added fields to improve pricing amendment visibility (e.g., contract dates, renewal, upsell/downsell amounts); enabled associating multiple contacts and team members with an opportunity for structured collaboration and access management. * **Australia:** Introduced comprehensive sales process enhancements including mandatory win/loss reason enforcement, guided selling with configurable playbooks and unified workspace, touchpoint management for customer interactions, AI-powered opportunity probability scoring, natural language management of opportunities via MCP client and conversational AI, support for sales credit allocation across contributors, capturing deal types (Direct/Indirect), competitor tracking, and quote task management within the opportunity Action Center. ## Changes, Removals, and Deprecations * No significant changes or removals were made between Xanadu and Australia. * Several pricing-related fields on Opportunity and Opportunity Line Items were deprecated starting with Xanadu. * In Australia, the "New Opportunity Line" button was removed from platform and workspace views. ## Activation and Additional Information * Opportunity Management must be installed and activated via the ServiceNow Store for all releases. * No new additional requirements, browser requirements, accessibility, or localization updates were introduced between Xanadu and Australia. ## Practical Benefits for ServiceNow Customers * **Streamlined Collaboration:** Integrate with Microsoft Teams and manage multiple stakeholders and teams within opportunities for enhanced communication and structured deal management. * **Improved Sales Productivity:** Guided selling workflows, AI-driven insights, and conversational AI reduce ramp-up times and help prioritize high-probability deals. * **Accurate Revenue and Credit Tracking:** Synchronization between quotes and opportunities, subscription revenue metrics, and opportunity allocation ensure precise revenue reporting and incentive compensation. * **Comprehensive Customer Engagement Visibility:** Record and view all touchpoints and meetings directly within the opportunity for full context throughout the sales cycle. * **Enhanced Data Quality and Compliance:** Mandatory capture of win/loss reasons and deal type classification improve reporting accuracy and process governance. Consolidated page of all release notes for Opportunity Management from Xanadu to Australia. ## How to use this page To help you prepare for your upgrade, we have combined the cross-family Opportunity Management release notes onto one page. Read this summary of the new features, changes, and updated information for your product from Xanadu to Australia. Tip: If there were no updates for a release notes section in a certain family release, we included a short note for your reference. For example, if a product did not have any updates in Tokyo, the row says "No updates for this release." ## Important information for upgrading Opportunity Management to Australia Before you upgrade to Australia, review these pre- and post-upgrade tasks and complete the tasks as needed. {#dfrn3-opportunitymanagement-summary__entry__2} | Release | Release notes | |-|-| | Xanadu | No updates for this release. | | Yokohama | No updates for this release. | | Zurich | No updates for this release. | | Australia | No updates for this release. | [ ] ## New features Between your current release family and Australia, new features were introduced for Opportunity Management. {#dfrn3-opportunitymanagement-summary__entry__12} | Release | Release notes | |-|-| | Xanadu | [Use the Sidebar integration with Microsoft Teams](https://www.servicenow.com/docs/access?context=opportunity-management-sidebars-teams&family=xanadu&ft:locale=en-US) : Collaborate on an opportunity with your sales managers and solution consultants, or product and legal teams by using the sidebar integrated with Microsoft Teams to close the deal or opportunity. Additionally, you can communicate with the stakeholders through messages, emojis, and attachments. : Note: To use this feature, you must upgrade your ServiceNow AI Platform to Xanadu. To learn more, see [Upgrade to the Xanadu release](https://www.servicenow.com/docs/access?context=upgrades-overview&family=xanadu&ft:locale=en-US). [Create quotes from opportunity line items](https://www.servicenow.com/docs/access?context=opportunity-management-create-quote-line-items&family=xanadu&ft:locale=en-US) : Create quotes by selecting individual line items within an opportunity record. [Location-based transactions for Opportunity Management](https://www.servicenow.com/docs/access?context=location_based_transactions_for_opportunity&family=xanadu&ft:locale=en-US) : * Enable agents to specify a customer location in the product catalog and display only the eligible products for that location when they're adding products to opportunities. * Copy products (line items) to other customer locations within the same opportunity. [Sync quote and opportunity](https://www.servicenow.com/docs/access?context=synchronise_quote_and_opportunity&family=xanadu&ft:locale=en-US) : * Establish a synhronisation between quote and opportunity to ensure that values across Opportunity-Quote, and Opportunity Line items-Quote Line items are consistent. This synchronisation allows changes to automatically copy into the opportunity record. * Track revenue from an opportunity accurately by keeping opportunities and quotes in synchronisation. [Subscription revenue metrics](https://www.servicenow.com/docs/access?context=som-subscription-pricing&family=xanadu&ft:locale=en-US) : Provide system-calculated recurring and one-time revenue amounts for product and service subscriptions for opportunities. These amounts help sales agents and managers to gain visibility into revenue metrics and recurring revenue dynamics. | | Yokohama | [\[Placeholder link text to key bundle-omgmt.opportunity-management-add-product-to-opportunity\]](https://www.servicenow.com/docs/access?context=opportunity-management-add-product-to-opportunity&family=yokohama&ft:locale=en-US) : Enables the sales representatives to customize the complex product offerings by using the product configurator. This ensures that the sales representatives identify and share the detailed requirements and price to the customer much earlier in the cycle. [Revise existing opportunities after an upgrade](https://www.servicenow.com/docs/access?context=revise-existing-opportunities-post-upgrade&family=yokohama&ft:locale=en-US) : Enable the sales representatives to use the scheduled job to modify older opportunities to incorporate the functionality of supporting parent-child opportunity line items. [View the roll-up amount in the Opportunity Kanban View](https://www.servicenow.com/docs/access?context=opportunity-management-kanban-view&family=yokohama&ft:locale=en-US) : Enables customers to view the roll-up amount that is automatically calculated in the base currency for all opportunity stages in the Kanban View. | | Zurich | [Delta pricing for opportunity](https://www.servicenow.com/docs/access?context=opportunity-management-details-tab&family=zurich&ft:locale=en-US) : The following new fields added to the Opportunity and Opportunity Line objects improve visibility and provide greater flexibility in managing pricing amendments: * Contract Start/End Dates * Renewal Amount * Upsell/Downsell Amounts * Total Net New Amount [Add opportunity associated contact](https://www.servicenow.com/docs/access?context=add-opportunity-associated-contact&family=zurich&ft:locale=en-US) : Create opportunity associated contacts to associate multiple account contacts, verifying clear identification of all stakeholders and their respective roles. [Add opportunity team member](https://www.servicenow.com/docs/access?context=create-new-opportunity-team-member&family=zurich&ft:locale=en-US) : Create a new opportunity team member to associate multiple team members with an opportunity to enable structured collaboration and grant access based on their roles. The ability to grant access is available from Zurich Patch 3 release. | | Australia | [Mandatory reason fields on closed opportunities](https://www.servicenow.com/docs/access?context=configure-guided-selling-exit-criteria&family=australia&ft:locale=en-US) : Enforce completion of the win or loss reason fields before agents move an opportunity to the Closed Won or Closed Lost stage. Admins enable this enforcement for each outcome using system properties. [Guided selling on opportunity](https://www.servicenow.com/docs/access?context=use-guided-selling-opportunity&family=australia&ft:locale=en-US) : Guided selling on opportunity helps enforce process compliance and manage all deal-related actions from a unified workspace by letting you: * Configure mandatory exit criteria per opportunity stage to enforce process compliance and prevent stage advancement until required actions are complete. * Guide sellers with stage-contextual playbook activities, progress indicators, and inline compact playbook views all without leaving the opportunity Overview tab. * Consolidate all deal-related tasks, meetings, touchpoints, and stage guidance into a single Action Center panel that updates in real time. * Display quote tasks for the primary quote as cards in the opportunity Action Center, with the same mark complete and add notes actions as other tasks. * Guide agents with contextual empty states to create a task when no actions are pending. [Manage touchpoints](https://www.servicenow.com/docs/access?context=manage-touchpoints-opportunity&family=australia&ft:locale=en-US) : Create touchpoints, log interaction activities, and schedule meetings directly from an opportunity record. A consolidated view of all touchpoints and meetings on an opportunity provides full visibility into customer engagement throughout the sales cycle. [Opportunity probability score and insights](https://www.servicenow.com/docs/access?context=opportunity-management&family=australia&ft:locale=en-US) : Enable sales representatives, managers, and revenue operations teams to prioritize deals using an AI-powered probability score (0--100%) with qualitative ratings. The score is integrated into the opportunity workspace and includes an opportunity summary covering stage, annual contract value (ACV), forecast category, close date, engagement history, and the most recent notes. [Manage opportunities in the MCP client](https://www.servicenow.com/docs/access?context=manage-opportunity-records&family=australia&ft:locale=en-US) : Create, retrieve, update, and delete opportunity records and related entities including contacts, competitors, tasks, touchpoints, and line items from any MCP client, without navigating to individual record forms. [AI summarization for opportunities](https://www.servicenow.com/docs/access?context=now-assist-som-summarize-opportunity&family=australia&ft:locale=en-US) : Generate AI-powered summaries of opportunity data including emails, tasks, meetings, and notes for a snapshot of current status, identify potential risks early, and reduce ramp-up time when transitioning ownership of an opportunity. Manage opportunity via conversational AI : Use a conversational AI to: * Manage opportunity line items: Search the product catalog and add, update, or remove line items directly from the AI interface without opening records. * Update competitor product details: Create, update, and read product family, incumbent status, and product offering fields on opportunity competitor records. * Update and view touchpoint notes: Edit touchpoint notes and see the touchpoint description when fetching a record. [Support for opportunity allocation](https://www.servicenow.com/docs/access?context=manage-allocations&family=australia&ft:locale=en-US) : Divide sales credit across multiple contributors on a single opportunity for accurate attribution and compensation. [Customer entities on opportunity](https://www.servicenow.com/docs/access?context=opportunity-management-details-tab&family=australia&ft:locale=en-US) : Capture the deal type (Direct or Indirect) on customer entities to align opportunities with defined routes to market and support consistent, compliant processing across systems and teams. [View touchpoint records for a task](https://www.servicenow.com/docs/access?context=opportunity-management-tasks-tab&family=australia&ft:locale=en-US) : Gain complete visibility into customer engagement by viewing a complete touchpoint timeline on every opportunity so that teams have context at their fingertips. [Add competitors](https://www.servicenow.com/docs/access?context=opportunity-management-competitors-tab&family=australia&ft:locale=en-US) : Identify and store competitor information for product offerings and product family within an opportunity.​ | [ ] ## Changes Between your current release family and Australia, some changes were made to existing Opportunity Management features. {#dfrn3-opportunitymanagement-summary__entry__22} | Release | Release notes | |-|-| | Xanadu | No updates for this release. | | Yokohama | No updates for this release. | | Zurich | No updates for this release. | | Australia | No updates for this release. | [ ] ## Removed Between your current release family and Australia, some Opportunity Management features or functionality were removed. {#dfrn3-opportunitymanagement-summary__entry__32} | Release | Release notes | |-|-| | Xanadu | No updates for this release. | | Yokohama | No updates for this release. | | Zurich | No updates for this release. | | Australia | No updates for this release. | [ ] ## Deprecations Between your current release family and Australia, some Opportunity Management features or functionality were deprecated. {#dfrn3-opportunitymanagement-summary__entry__42} | Release | Release notes | |-|-| | Xanadu | The following fields are deprecated in the Details tab on Opportunity record. * Total Monthly Recurring Price * Total Annual Recurring Price * ARR * Budget Type The following fields are depracated in the Details tab on Opportunity Line Items record. * Estimated Unit Price * Estimated Total Price * Total Recurring Price | | Yokohama | No updates for this release. | | Zurich | No updates for this release. | | Australia | * Removed the New Opportunity Line button from the platform and workspace view. | [ ] ## Activation information Review information on how to activate Opportunity Management. {#dfrn3-opportunitymanagement-summary__entry__52} | Release | Release notes | |-|-| | Xanadu | Install Opportunity Management by requesting it from ServiceNow Store. | | Yokohama | Activation information : Install Opportunity Management by requesting it from ServiceNow Store. Important: Opportunity Management is available in the ServiceNow Store. For details, see the "Activation information" section of these release notes. | | Zurich | Activation information : Install Opportunity Management by requesting it from the ServiceNow Store. Visit the [ServiceNow Store](https://store.servicenow.com/sn_appstore_store.do#!/store/home) website to view all the available apps and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the [ServiceNow Store version history release notes](https://www.servicenow.com/docs/access?context=sn-store-release-notes&family=zurich&ft:locale=en-US). Important: Opportunity Management is available in the ServiceNow Store. For details, see the "Activation information" section of these release notes. | | Australia | Activation information : Install Opportunity Management by requesting it from the ServiceNow Store. Visit the [ServiceNow Store](https://store.servicenow.com/sn_appstore_store.do#!/store/home) to view all the available apps, and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the [ServiceNow Store version history release notes](https://www.servicenow.com/docs/access?context=sn-store-release-notes&family=australia&ft:locale=en-US). Important: Opportunity Management is available in the ServiceNow Store. For details, see the "Activation information" section of these release notes. | [ ] ## Additional requirements If any additional requirements were introduced or changed for Opportunity Management we have noted them here. {#dfrn3-opportunitymanagement-summary__entry__62} | Release | Release notes | |-|-| | Xanadu | No updates for this release. | | Yokohama | No updates for this release. | | Zurich | No updates for this release. | | Australia | No updates for this release. | [ ] ## Browser requirements If any specific browser requirements were introduced or changed for Opportunity Management we have noted them here. {#dfrn3-opportunitymanagement-summary__entry__72} | Release | Release notes | |-|-| | Xanadu | No updates for this release. | | Yokohama | No updates for this release. | | Zurich | No updates for this release. | | Australia | No updates for this release. | [ ] ## Accessibility information Review details on accessibility information for Opportunity Management, such as specific requirements or compliance levels. {#dfrn3-opportunitymanagement-summary__entry__82} | Release | Release notes | |-|-| | Xanadu | No updates for this release. | | Yokohama | No updates for this release. | | Zurich | No updates for this release. | | Australia | No updates for this release. | [ ] ## Localization information If there are specific localization considerations for Opportunity Management we have noted them here. {#dfrn3-opportunitymanagement-summary__entry__92} | Release | Release notes | |-|-| | Xanadu | No updates for this release. | | Yokohama | No updates for this release. | | Zurich | No updates for this release. | | Australia | No updates for this release. | [ ] ## Highlight information If there are specific highlight considerations for Opportunity Management we have noted them here. {#dfrn3-opportunitymanagement-summary__entry__102} | Release | Release notes | |-|-| | Xanadu | * Collaborate with your internal and external stakeholders by using the sidebar and Microsoft Teams integration on an opportunity. * Create quotes for the selected line items in an opportunity record by using the new UI action. See [Opportunity Management](https://www.servicenow.com/docs/access?context=opportunity-management&family=xanadu&ft:locale=en-US) for more information. | | Yokohama | 1. Enable customers to view the roll-up amount in the Kanban View. 2. Enable sales representatives to customize bundled products and products with complex characteristics in the product catalog. See [Opportunity Management](https://www.servicenow.com/docs/access?context=opportunity-management&family=yokohama&ft:locale=en-US) for more information. | | Zurich | * Enhance visibility and flexibility in pricing amendments for existing contracts or services through Move, Add, Change, Delete (MACD) actions on Sold Products (SP), Product Instances (PI), or Contracts. * Identify multiple stakeholders and accurately qualify opportunities with opportunity associated contacts and their defined roles. This is vital for streamlining sales processes and gaining clarity on how each contact influences the outcome of a deal. * Drive structured collaboration among multiple stakeholders involved in closing a deal using Opportunity Teams. The teams verify collaboration across various roles such as Account Executives, Sales Engineers, Customer Success Managers, and Partner Managers. See [Opportunity Management](https://www.servicenow.com/docs/access?context=opportunity-mgmt-using&family=zurich&ft:locale=en-US) for more information. | | Australia | * Record your planned or completed customer interaction or sales activity associated with an opportunity using a Touchpoint to capture engagement context throughout the sales life cycle. * Associate competitors with opportunity product and product family, capture win/loss reasons, and record contributing factors to report and analyze competitor trends, product‑level competitive pressure, and opportunity outcome patterns. * Split opportunity revenue across multiple contributors using opportunity allocations to ensure accurate attribution, incentive crediting, and forecast reporting for collaborative sales teams. * Capture Direct or Indirect deal types to align opportunities with defined routes to market. * Create touchpoints and schedule meetings directly from an opportunity record for a consolidated view of all customer interactions. * Prioritize deals with an AI-powered probability score, qualitative ratings, and explainable insights integrated into the opportunity workspace. * Create, view, and update opportunity records and related entities using natural language from the MCP client. * Summarize an opportunity with Now Assist for a quick snapshot of status, risks, and recent engagement. * Configure a guided selling playbook to enforce mandatory stage activities, surface stage-specific guidance to sales agents, and consolidate all deal-related actions in a unified opportunity workspace. * Manage opportunity line items, competitor details, and touchpoint information conversationally within the conversational interface without navigating to individual records. * Enforce mandatory win or loss reason capture before agents move an opportunity to a closed stage to keep outcome data complete and reportable. * Track quote tasks for the primary quote directly in the opportunity Action Center, and guide agents with contextual empty states when no actions are pending. See [Opportunity Management](https://www.servicenow.com/docs/access?context=opportunity-management&family=australia&ft:locale=en-US) for more information. | [ ]