--- sourceDocument: brazil Combined Product Files sourceDocumentLink: https://www.servicenow.com/docs/r/delta-yokohama-brazil Release : - brazil ft:locale : - en-US ft:publication_title : - brazil Combined Product Files ft:clusterId : - delta3by bundleId : - delta3by --- # Combined Opportunity Management release notes for upgrades from Yokohama to Brazil # Combined Opportunity Management release notes for upgrades from Yokohama to Brazil {#ariaid-title1} Release version: Brazil Updated October 8, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 9 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 Yokohama to Brazil This consolidated release notes document provides ServiceNow customers with comprehensive information on Opportunity Management enhancements and changes across releases from Yokohama through Brazil. It is designed to help you prepare for upgrades by summarizing new features, changes, removals, deprecations, activation instructions, and other important upgrade considerations. The notes emphasize practical details that enhance sales process efficiency, collaboration, and deal management capabilities within Opportunity Management. Show full answer Show less ## Key Features Introduced * **Product Configuration Enhancements (Yokohama)**: Sales representatives can customize complex product bundles early in the sales cycle, improving requirement capture and pricing accuracy. * **Parent-Child Opportunity Line Items Support**: Post-upgrade scheduled jobs enable revision of existing opportunities to support hierarchical product line items. * **Roll-up Amount in Kanban View**: Automatically calculated opportunity totals in base currency are visible across all stages, aiding quick financial overview in the Kanban interface. * **Pricing and Contract Visibility (Zurich)**: New fields such as Contract Start/End Dates, Renewal Amount, Upsell/Downsell Amounts, and Total Net New Amount improve management of pricing amendments. * **Opportunity Associated Contacts and Teams**: Multiple contacts and team members can be linked to opportunities with clearly defined roles, supporting structured collaboration and access control. * **Mandatory Win/Loss Reason Enforcement (Australia)**: Admin-configurable enforcement ensures completion of outcome reasons before closing opportunities, improving data completeness and reporting. * **Guided Selling Workspace**: Stage-specific mandatory exit criteria, playbook activities, progress indicators, and consolidated deal-related tasks and meetings ensure process compliance and streamline sales workflows. * **Touchpoint Management**: Create, log, and schedule customer interactions directly from opportunities, offering full visibility into engagement history. * **AI-Driven Opportunity Insights**: AI-powered probability scores, qualitative ratings, and summaries assist sales teams in prioritizing deals, spotting risks, and accelerating opportunity understanding. * **Manage Opportunities via MCP Client and Conversational AI**: Create, update, and retrieve opportunity data including line items, competitors, and touchpoints from MCP clients or conversational interfaces using natural language commands. * **Sales Credit Allocation and Deal Type Capture (Australia)**: Distribute sales credit among multiple contributors and classify deals as Direct or Indirect to align with market routes and compensation models. * **ServiceNow Otto Integration (Brazil)**: Leverage natural language queries to interact with Opportunity Management data through the ServiceNow Otto assistant. ## Changes, Removals, and Deprecations * No significant changes or removals were introduced in the Brazil release for Opportunity Management features. * The Australia release deprecated the "New Opportunity Line" button from platform and workspace views. ## Activation and Installation Opportunity Management is available via the ServiceNow Store. For all releases from Yokohama through Brazil, customers must request installation through the ServiceNow Store portal. This ensures proper activation and updates aligned with your instance. ## Additional Notes for ServiceNow Customers * No new browser requirements, accessibility updates, or localization changes were introduced from Yokohama to Brazil. * Upgrade preparation should include reviewing and completing any pre- and post-upgrade tasks to enable new functionalities such as parent-child line item support. * Leverage AI-powered features and guided selling workflows to enhance sales efficiency and deal visibility. * Use consolidated touchpoint and team management features to improve collaboration and customer engagement tracking throughout the sales cycle. Consolidated page of all release notes for Opportunity Management from Yokohama 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 Yokohama 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 | |-|-| | Yokohama | No updates for this release. | | Zurich | No updates for this release. | | 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__12} | Release | Release notes | |-|-| | 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.​ | | 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__22} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | No updates for this release. | | 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__32} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | No updates for this release. | | 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__42} | Release | Release notes | |-|-| | 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. | | Brazil | No updates for this release. | [ ] ## Activation information Review information on how to activate Opportunity Management. {#dfrn3-opportunitymanagement-summary__entry__52} | Release | Release notes | |-|-| | 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. | | 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__62} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | No updates for this release. | | 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__72} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | No updates for this release. | | 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__82} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | No updates for this release. | | 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__92} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | No updates for this release. | | 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__102} | Release | Release notes | |-|-| | 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. | | 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. | [ ]