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.
| 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.
| Release |
Release notes |
Xanadu |
- Use the Sidebar
integration with Microsoft Teams
- 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.
-
- Create
quotes from opportunity line items
- Create quotes by selecting individual line items within an opportunity record.
- Location-based transactions for Opportunity Management
-
- 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
-
- 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
- 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 |
|
Zurich |
- Delta pricing for opportunity
- 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
- Create opportunity associated contacts to associate multiple account contacts, verifying clear identification of all stakeholders and their respective roles.
- Add opportunity team member
- 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 |
- View touchpoint records for a task
- 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
- Identify and store competitor information for product offerings/product family within an opportunity.​
- Support for opportunity allocation
- Divide sales credit across multiple contributors on a single opportunity for accurate attribution and compensation.
- Customer entities on opportunity
- 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.
|
Changes
Between your current release family and Australia, some changes were made to existing Opportunity Management features.
| 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.
| Release |
Release notes |
Xanadu |
No updates for this release. |
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.
|
Deprecations
Between your current release family and Australia, some Opportunity Management features or functionality were deprecated.
| 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 |
No updates for this release. |
Activation information
Review information on how to activate Opportunity Management.
| Release |
Release notes |
Xanadu |
Install Opportunity Management by requesting it from ServiceNow Store.
|
Yokohama |
Install Opportunity Management by requesting it from ServiceNow Store.
|
Zurich |
Install Opportunity Management by requesting it from the ServiceNow Store. Visit the ServiceNow Store 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.
|
Australia |
Install Opportunity Management by requesting it from the ServiceNow Store. Visit the ServiceNow Store 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.
|
Additional requirements
If any additional requirements were introduced or changed for Opportunity Management we have noted them here.
| 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.
| 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.
| 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.
| 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.
| 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 for more information.
|
Yokohama |
- Enable customers to view the roll-up amount in the Kanban View.
- Enable sales representatives to customize bundled products and products with complex characteristics in the product catalog.
See Opportunity Management 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 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.
See Opportunity Management for more information.
|