--- sourceDocument: brazil Combined Product Files sourceDocumentLink: https://www.servicenow.com/docs/r/delta-australia-brazil Release : - brazil ft:locale : - en-US ft:publication_title : - brazil Combined Product Files ft:clusterId : - delta3ba bundleId : - delta3ba --- # Combined Opportunity Management release notes for upgrades from Australia to Brazil # Combined Opportunity Management release notes for upgrades from Australia to Brazil {#ariaid-title1} Release version: Brazil 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 Australia to Brazil This consolidated guide assists ServiceNow customers in preparing for upgrade from the Australia to Brazil release of Opportunity Management. It summarizes all new features, changes, removals, and activation requirements introduced between these releases, ensuring a smooth transition and enabling customers to fully leverage enhanced sales management capabilities. Show full answer Show less ## Key Features * **Mandatory Reason Fields on Closed Opportunities:** Enforce mandatory completion of win or loss reasons before closing opportunities to maintain complete, reportable outcome data. * **Guided Selling on Opportunity:** Enable process compliance with configurable mandatory exit criteria per stage, stage-specific playbook activities, and a consolidated Action Center for all deal-related tasks and meetings, improving seller productivity and deal visibility. * **Touchpoint Management:** Create, log, and schedule customer interactions directly from opportunity records for comprehensive engagement tracking throughout the sales cycle. * **Opportunity Probability Score and AI Insights:** Utilize AI-powered probability scores with qualitative ratings and contextual insights embedded in the opportunity workspace to prioritize deals and identify risks early. * **Manage Opportunities via MCP Client and Conversational AI:** Create and update opportunities and related entities through natural language interfaces (MCP client and ServiceNow Otto), including managing line items, competitor details, and touchpoints without navigating individual forms. * **Opportunity Allocation:** Accurately divide sales credit across multiple contributors for fair attribution and compensation. * **Customer Entities and Deal Types:** Capture deal types (Direct or Indirect) on customer entities to align with routes to market and ensure consistent processing. * **Brazil-Specific Enhancements:** Integrated pricing to evaluate total opportunity worth, enabling better resource allocation and profitability management, along with enhanced AI summarization and natural language command support via ServiceNow Otto. ## Changes, Removals, and Deprecations * No significant changes or removals were introduced between Australia and Brazil releases. * The "New Opportunity Line" button was removed in Australia release. ## Activation and Requirements Opportunity Management must be installed via request from the ServiceNow Store for both Australia and Brazil releases. There are no new additional or browser-specific requirements noted for this upgrade. ## Practical Benefits for ServiceNow Customers * Ensure sales process compliance and data completeness with mandatory fields and guided selling workflows. * Gain full visibility into customer engagement and deal progress with consolidated touchpoint and task management. * Leverage AI-driven insights and probability scoring to prioritize deals and reduce sales cycle risks. * Increase productivity through natural language management of opportunities and related records using MCP client and ServiceNow Otto. * Support collaborative sales efforts with opportunity allocation and detailed competitor tracking. * Utilize integrated pricing and profitability insights in Brazil release to optimize deal strategies. Consolidated page of all release notes for Opportunity Management from Australia to Brazil. ## 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 Australia to Brazil. 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 Brazil Before you upgrade to Brazil, review these pre- and post-upgrade tasks and complete the tasks as needed. {#dfrn3-opportunitymanagement-summary__entry__2} | Release | Release notes | |-|-| | Australia | No updates for this release. | | Brazil | No updates for this release. | [ ] ## New features Between your current release family and Brazil, new features were introduced for Opportunity Management. {#dfrn3-opportunitymanagement-summary__entry__8} | Release | Release notes | |-|-| | 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.​ | | Brazil | [ServiceNow Otto support on Opportunity Management](https://www.servicenow.com/docs/access?context=crm-conversational-query&family=brazil&ft:locale=en-US) : Retrieve, update, and create opportunity records and related CRM data from ServiceNow Otto using natural language. | [ ] ## Changes Between your current release family and Brazil, some changes were made to existing Opportunity Management features. {#dfrn3-opportunitymanagement-summary__entry__14} | Release | Release notes | |-|-| | Australia | No updates for this release. | | Brazil | No updates for this release. | [ ] ## Removed Between your current release family and Brazil, some Opportunity Management features or functionality were removed. {#dfrn3-opportunitymanagement-summary__entry__20} | Release | Release notes | |-|-| | Australia | No updates for this release. | | Brazil | No updates for this release. | [ ] ## Deprecations Between your current release family and Brazil, some Opportunity Management features or functionality were deprecated. {#dfrn3-opportunitymanagement-summary__entry__26} | Release | Release notes | |-|-| | Australia | * Removed the New Opportunity Line button from the platform and workspace view. | | Brazil | No updates for this release. | [ ] ## Activation information Review information on how to activate Opportunity Management. {#dfrn3-opportunitymanagement-summary__entry__32} | Release | 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. | | Brazil | 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=brazil&ft:locale=en-US). | [ ] ## 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 | |-|-| | Australia | No updates for this release. | | Brazil | 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 | |-|-| | Australia | No updates for this release. | | Brazil | 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 | |-|-| | Australia | No updates for this release. | | Brazil | 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 | |-|-| | Australia | No updates for this release. | | Brazil | 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 | |-|-| | 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. | | Brazil | * Evaluate an opportunity's total worth with integrated pricing that computes the combined prices of each product offering, helping teams strategize resource and budget allocation for deals. * Focus your sales team on deals with the highest financial impact by analyzing the potential revenue of each opportunity. * Customize offers that meet customer needs while maintaining profitability, using real-time pricing insights during negotiation. * Generate an AI summary for an opportunity to get information from emails, touchpoints, deal stage, and line items without opening every related record. * Review AI-generated win probability scores and contextual insights to assess deal health, prioritize pipeline opportunities, and identify risks. * Ask questions and issue commands to work on an opportunity in plain language using an MCP client and ServiceNow Otto. See [Opportunity Management](https://www.servicenow.com/docs/access?context=opportunity-management&family=brazil&ft:locale=en-US) for more information. | [ ]