---
sourceDocument: Brazil Sales Customer Relationship Management
sourceDocumentLink: https://www.servicenow.com/docs/r/order-management

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Opportunity Management

# Using Opportunity Management {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Use the Opportunity Management application to create and manage opportunities, schedule meetings, and track related activities.

The Opportunity Management interface has tabs that help you create and manage your opportunities.
{#opportunity-mgmt-using__table_vy2_pkc_f1c__entry__2}

| Opportunity Management tab | Description |
|-|-|
| Details | Add details of the opportunity such as account, sales cycle, and stage information. |
| Catalog | Use the product catalog to add line items to the opportunity. |
| Needs | Add more accurate information about your customer's business requirements to the opportunity. |
| Line Items | Add opportunity line items. |
| Competitors | Add competitors information to your opportunity. |
| Tasks | Create opportunity tasks. |
| Team | Create opportunity team members. |
| Contacts | Create opportunity associated contacts. |
| Emails | Create emails to send to the required stakeholders. |
| Quotes | Create quotes directly from the Opportunity. |
| Meetings | Schedule and view client meetings linked to the opportunity. When you schedule a meeting from an opportunity, the system automatically associates the meeting with that opportunity. The tab also displays meetings linked to the opportunity's touchpoints. |
| Related Channel Partners | Add authorized service organizations or partner entities (for example, referral or influencer partners) linked to a customer opportunity. Related channel partners can be: * Authorized organization: Full permissions to access, view, edit, or modify opportunity details * Listed organization: Only for tracking purpose. No permissions to view, access, edit, or delete opportunity details {#opportunity-mgmt-using__ul_fqg_m2k_fhc} |
[Table 1. Opportunity Management tabs]

{#opportunity-mgmt-using__table_vy2_pkc_f1c}
**Related concepts**   

* [Opportunity Management](https://www.servicenow.com/docs/9NwHb2tYEkeKum9NvSNlpg "The ServiceNow Opportunity Management application enables your sales agents and account executives to analyze customer needs and generate product recommendations for potential customers.")
* [Configuring Opportunity Management](https://www.servicenow.com/docs/39eqnwSl_DYOo6jAyOKiDQ "Install the Opportunity Management application, which enables sales agents and account executives to get pre-sales product recommendations based on customer needs. You then assign the user roles and configure related features, such as needs analysis, used in Opportunity Management.")
* [Opportunity Management reference](https://www.servicenow.com/docs/Yq4a~0OThyEnGjdNFHTADQ "Reference topics provide additional information about the Opportunity Management application.")