--- sourceDocument: australia Combined Product Files sourceDocumentLink: https://www.servicenow.com/docs/r/australia/delta-zurich-australia Release : - australia ft:locale : - en-US ft:publication_title : - australia Combined Product Files ft:clusterId : - delta3az bundleId : - delta3az --- # Combined Opportunity Management release notes for upgrades from Zurich to Australia # Combined Opportunity Management release notes for upgrades from Zurich to Australia {#ariaid-title1} Release version: Australia Updated October 8, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 7 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 Zurich to Australia This consolidated release note provides ServiceNow customers with essential information about Opportunity Management upgrades from the Zurich to Australia release family. It highlights newly introduced features, changes, deprecations, and activation instructions to help customers prepare for and execute their upgrade smoothly. The notes cover enhancements designed to improve sales process visibility, collaboration, and AI-driven insights within Opportunity Management. Show full answer Show less ## New Features * **Pricing and Contract Visibility:** Added fields such as Contract Start/End Dates, Renewal Amount, Upsell/Downsell Amounts, and Total Net New Amount to better manage pricing amendments. * **Stakeholder and Team Collaboration:** Create opportunity associated contacts and team members to clearly identify stakeholders and enable structured collaboration with role-based access. * **Mandatory Reason Capture:** Enforce completion of win or loss reason fields before closing opportunities, configurable by admins to ensure complete outcome data. * **Guided Selling:** Implement stage-specific mandatory exit criteria, playbook activities, progress indicators, and a unified Action Center to manage deal actions and maintain process compliance. * **Touchpoint Management:** Log customer interactions and schedule meetings directly from opportunity records, consolidating all engagement history for full visibility. * **AI-Powered Opportunity Insights:** Utilize an AI-driven opportunity probability score with qualitative ratings and a summary that includes key deal data to prioritize and assess opportunities effectively. * **Multi-Channel Platform (MCP) Client Support:** Manage opportunities and related entities such as contacts, tasks, competitors, and line items from any MCP client without navigating individual forms. * **Conversational AI Management:** Use conversational AI to add or update line items, competitor details, and touchpoint notes within the opportunity workflow seamlessly. * **Opportunity Allocation:** Distribute sales credit across multiple contributors on a single opportunity to ensure accurate attribution and compensation. * **Customer Entity Deal Type:** Capture Direct or Indirect deal types to align opportunities with market routes and support consistent processing. * **Competitor Tracking:** Add and store competitor information for product offerings and families to analyze competitive trends and opportunity outcomes. ## Changes and Deprecations There were no feature changes or removals between Zurich and Australia releases for Opportunity Management, except the removal of the "New Opportunity Line" button from platform and workspace views in Australia. ## Activation and Installation Opportunity Management must be installed via the ServiceNow Store. Customers should request the application from the store and refer to the store's version history release notes for cumulative information. This process is consistent across both Zurich and Australia releases. ## Practical Benefits for ServiceNow Customers * Gain enhanced visibility into pricing amendments and stakeholder roles for more precise deal qualification and management. * Improve collaboration through opportunity teams and enforce sales process compliance with guided selling and mandatory data capture. * Track and analyze customer engagement comprehensively via touchpoints and meetings linked directly to opportunities. * Leverage AI-driven insights for opportunity prioritization and risk identification, accelerating decision-making and sales effectiveness. * Use conversational AI and MCP client capabilities to streamline opportunity management tasks, increasing efficiency and reducing navigation complexity. * Ensure accurate sales credit attribution with opportunity allocations, supporting fair compensation and forecasting. Consolidated page of all release notes for Opportunity Management from Zurich 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 Zurich 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 | |-|-| | 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__8} | Release | Release notes | |-|-| | 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__14} | Release | Release notes | |-|-| | 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__20} | Release | Release notes | |-|-| | 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__26} | Release | Release notes | |-|-| | 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__32} | Release | 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__38} | Release | Release notes | |-|-| | 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__44} | Release | Release notes | |-|-| | 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__50} | Release | Release notes | |-|-| | 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__56} | Release | Release notes | |-|-| | 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__62} | Release | Release notes | |-|-| | 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. | [ ]