Combined Opportunity Management release notes for upgrades from Yokohama to Zurich
Summarize
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.
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 |
|
Zurich |
|
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 |
See Opportunity Management for more information. |
Zurich |
See Opportunity Management for more information. |