Combined Opportunity Management release notes for upgrades from Zurich 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 Zurich 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
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
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 and 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. Manage touchpoints 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 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 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 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. Guided selling on opportunity 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. Mandatory reason fields on closed opportunities 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.

Changes

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


Release	Release notes
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
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
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
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
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
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
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
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
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. 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 for more information.