Combined Opportunity Management release notes for upgrades from Vancouver to Xanadu

Consolidated page of all release notes for Opportunity Management from Vancouver to Xanadu.

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 Vancouver to Xanadu.

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 Xanadu

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

Release	Release notes
Vancouver	No updates for this release.
Washington DC	No updates for this release.
Xanadu	No updates for this release.

New features

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

Release	Release notes
Vancouver	No updates for this release.
Washington DC	Opportunity needs analysis Respond to questionnaires that guide you through a series of questions that provide product recommendations for a customer. Opportunity creation Create opportunity headers and lines for recommended products. Kanban boards Monitor the status of opportunities by using a Kanban view that shows opportunities that are planned, in progress, or completed. Generating quotes from opportunities Convert opportunities to sales quotes if you’re using the ServiceNow Quote Management application. Pricing integration with Opportunity Select and use the price lists that are now populated on the opportunity and opportunity line items.
Xanadu	Use the Sidebar integration with Microsoft Teams Collaborate on an opportunity with your sales managers and solution consultants, or product and legal teams by using the sidebar integrated with Microsoft Teams to close the deal or opportunity. Additionally, you can communicate with the stakeholders through messages, emojis, and attachments. Note: To use this feature, you must upgrade your ServiceNow AI Platform to Xanadu. To learn more, see Upgrade to the Xanadu release. Create quotes from opportunity line items Create quotes by selecting individual line items within an opportunity record. Location-based transactions for Opportunity Management Enable agents to specify a customer location in the product catalog and display only the eligible products for that location when they're adding products to opportunities. Copy products (line items) to other customer locations within the same opportunity. Sync quote and opportunity Establish a synhronisation between quote and opportunity to ensure that values across Opportunity-Quote, and Opportunity Line items-Quote Line items are consistent. This synchronisation allows changes to automatically copy into the opportunity record. Track revenue from an opportunity accurately by keeping opportunities and quotes in synchronisation. Subscription revenue metrics Provide system-calculated recurring and one-time revenue amounts for product and service subscriptions for opportunities. These amounts help sales agents and managers to gain visibility into revenue metrics and recurring revenue dynamics.

Changes

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

Release	Release notes
Vancouver	No updates for this release.
Washington DC	No updates for this release.
Xanadu	No updates for this release.

Removed

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

Release	Release notes
Vancouver	No updates for this release.
Washington DC	No updates for this release.
Xanadu	No updates for this release.

Deprecations

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

Release	Release notes
Vancouver	No updates for this release.
Washington DC	No updates for this release.
Xanadu	The following fields are deprecated in the Details tab on Opportunity record. Total Monthly Recurring Price Total Annual Recurring Price ARR Budget Type The following fields are depracated in the Details tab on Opportunity Line Items record. Estimated Unit Price Estimated Total Price Total Recurring Price

Activation information

Review information on how to activate Opportunity Management.

Release	Release notes
Vancouver	No updates for this release.
Washington DC	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.
Xanadu	Install Opportunity Management by requesting it from ServiceNow Store.

Additional requirements

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

Release	Release notes
Vancouver	No updates for this release.
Washington DC	No updates for this release.
Xanadu	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
Vancouver	No updates for this release.
Washington DC	ServiceNow workspaces don’t support mobile devices, Internet Explorer, or Microsoft Edge. Instead, use Microsoft Edge - Chromium or one of the other supported browsers listed in Browser support.
Xanadu	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
Vancouver	No updates for this release.
Washington DC	No updates for this release.
Xanadu	No updates for this release.

Localization information

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

Release	Release notes
Vancouver	No updates for this release.
Washington DC	No updates for this release.
Xanadu	No updates for this release.

Highlight information

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

Release	Release notes
Vancouver	No updates for this release.
Washington DC	Capture customer needs and requirements through needs analysis questionnaires to generate product recommendations. Create opportunities on the ServiceNow platform or bring in opportunity data from other third-party systems. Convert opportunities to sales quotes with ease. Track opportunity progress with structured Sales Cycle types and Stages. Engage customers through tasks, emails, and appointments for conversion. View prices for a product offering from the catalog based on the selected price list. See Opportunity Management for more information.
Xanadu	Collaborate with your internal and external stakeholders by using the sidebar and Microsoft Teams integration on an opportunity. Create quotes for the selected line items in an opportunity record by using the new UI action. See Opportunity Management for more information.