Combined Opportunity Management release notes for upgrades from Yokohama to Zurich

  • Release version: Zurich
  • Updated August 11, 2026
  • 4 minutes to read
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    Summary of Combined Opportunity Management Release Notes for Upgrades from Yokohama to Zurich

    This consolidated release note summary provides ServiceNow customers with essential information about upgrading Opportunity Management from the Yokohama to the Zurich release. It outlines new features, changes, activation steps, and highlights to help customers prepare for a smooth upgrade process and leverage enhanced capabilities in Opportunity Management.

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    New Features

    • Roll-up Amount in Kanban View (Yokohama): Customers can now see the roll-up amount automatically calculated in the base currency across all opportunity stages within the Kanban View, improving visibility into opportunity values.
    • Product Configurator (Yokohama): Sales representatives can customize complex product bundles early in the sales cycle, allowing better identification and communication of detailed requirements and pricing to customers.
    • Revision of Existing Opportunities (Post-Upgrade): Scheduled jobs allow sales reps to update older opportunities to support parent-child opportunity line items, enabling more structured opportunity management.
    • Delta Pricing Enhancements (Zurich): New fields on Opportunity and Opportunity Line objects—such as Contract Start/End Dates, Renewal Amount, Upsell/Downsell Amounts, and Total Net New Amount—offer improved pricing amendment visibility and flexibility.
    • Opportunity Associated Contacts (Zurich): Ability to associate multiple account contacts with an opportunity to clearly identify stakeholders and their roles, helping qualify opportunities more accurately.
    • Opportunity Team Members (Zurich): Enables associating multiple team members with an opportunity to facilitate structured collaboration and role-based access. Access control features became available starting with Zurich Patch 3.

    Changes, Removals, and Deprecations

    No updates, removals, or deprecations were noted for Opportunity Management features between Yokohama and Zurich releases.

    Activation and Installation

    Opportunity Management can be installed by requesting it through the ServiceNow Store in both Yokohama and Zurich releases. Customers should visit the ServiceNow Store to view available apps and request installations.

    Additional Requirements and Compatibility

    There are no new or changed additional requirements, browser requirements, accessibility information, or localization considerations for Opportunity Management between Yokohama and Zurich releases.

    Key Benefits for ServiceNow Customers

    • Improved visibility into opportunity values and pricing changes enhances sales forecasting and decision-making.
    • Enhanced product configurator and parent-child line item support streamline complex product sales processes.
    • Clear identification of multiple stakeholders and structured collaboration through opportunity teams fosters better teamwork and deal closure efficiency.
    • Simple installation and upgrade processes via the ServiceNow Store ensure easy access to the latest features.

    Consolidated page of all release notes for Opportunity Management from Yokohama to Zurich.

    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 Zurich.

    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 Zurich

    Before you upgrade to Zurich, review these pre- and post-upgrade tasks and complete the tasks as needed.

    Release Release notes

    Yokohama

    No updates for this release.

    Zurich

    No updates for this release.

    New features

    Between your current release family and Zurich, new features were introduced for Opportunity Management.

    Release Release notes

    Yokohama

    View the roll-up amount in the Opportunity Kanban View
    Enables customers to view the roll-up amount that is automatically calculated in the base currency for all opportunity stages in the Kanban View.
    [Placeholder link text to key bundle-omgmt.opportunity-management-add-product-to-opportunity]
    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
    Enable the sales representatives to use the scheduled job to modify older opportunities to incorporate the functionality of supporting parent-child opportunity line items.

    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.

    Changes

    Between your current release family and Zurich, some changes were made to existing Opportunity Management features.

    Release Release notes

    Yokohama

    No updates for this release.

    Zurich

    No updates for this release.

    Removed

    Between your current release family and Zurich, some Opportunity Management features or functionality were removed.

    Release Release notes

    Yokohama

    No updates for this release.

    Zurich

    No updates for this release.

    Deprecations

    Between your current release family and Zurich, some Opportunity Management features or functionality were deprecated.

    Release Release notes

    Yokohama

    No updates for this release.

    Zurich

    No updates for this release.

    Activation information

    Review information on how to activate Opportunity Management.

    Release Release notes

    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.

    Additional requirements

    If any additional requirements were introduced or changed for Opportunity Management we have noted them here.

    Release Release notes

    Yokohama

    No updates for this release.

    Zurich

    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

    Yokohama

    No updates for this release.

    Zurich

    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

    Yokohama

    No updates for this release.

    Zurich

    No updates for this release.

    Localization information

    If there are specific localization considerations for Opportunity Management we have noted them here.

    Release Release notes

    Yokohama

    No updates for this release.

    Zurich

    No updates for this release.

    Highlight information

    If there are specific highlight considerations for Opportunity Management we have noted them here.

    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 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.