--- sourceDocument: zurich Combined Product Files sourceDocumentLink: https://www.servicenow.com/docs/r/yokohama/delta-vancouver-zurich Release : - yokohama ft:locale : - en-US ft:publication_title : - zurich Combined Product Files ft:clusterId : - delta3zv bundleId : - delta3zv --- Combined Opportunity Management release notes for upgrades from Vancouver to Zurich =================================================================================== Combined Opportunity Management release notes for upgrades from Vancouver to Zurich {#ariaid-title1} ==================================================================================================== * Release version: Yokohama * * Updated January 30, 2026 * * ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 7 minutes to read Consolidated page of all release notes for Opportunity Management from Vancouver 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 Vancouver 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. {#dfrn3-opportunitymanagement-summary__entry__2} | Release | Release notes | |---------------|------------------------------| | Vancouver | No updates for this release. | | Washington DC | No updates for this release. | | Xanadu | No updates for this release. | | 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. {#dfrn3-opportunitymanagement-summary__entry__14} | Release | Release notes | |---------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Vancouver | No updates for this release. | | Washington DC | [Opportunity needs analysis](https://www.servicenow.com/docs/access?context=configuring-needs-analysis&family=washingtondc&ft:locale=en-US) : Respond to questionnaires that guide you through a series of questions that provide product recommendations for a customer. [Opportunity creation](https://www.servicenow.com/docs/access?context=create-new-opportunity&family=washingtondc&ft:locale=en-US) : Create opportunity headers and lines for recommended products. [Kanban boards](https://www.servicenow.com/docs/access?context=opportunity-management-kanban-view&family=washingtondc&ft:locale=en-US) : Monitor the status of opportunities by using a Kanban view that shows opportunities that are planned, in progress, or completed. [Generating quotes from opportunities](https://www.servicenow.com/docs/access?context=opportunity-management-create-quote&family=washingtondc&ft:locale=en-US) : Convert opportunities to sales quotes if you're using the ServiceNow Quote Management application. [Pricing integration with Opportunity](https://www.servicenow.com/docs/access?context=opportunity-management&family=washingtondc&ft:locale=en-US) : 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](https://www.servicenow.com/docs/access?context=opportunity-management-sidebars-teams&family=xanadu&ft:locale=en-US) : 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](https://www.servicenow.com/docs/access?context=upgrades-overview&family=xanadu&ft:locale=en-US). [Create quotes from opportunity line items](https://www.servicenow.com/docs/access?context=opportunity-management-create-quote-line-items&family=xanadu&ft:locale=en-US) : Create quotes by selecting individual line items within an opportunity record. [Location-based transactions for Opportunity Management](https://www.servicenow.com/docs/access?context=location_based_transactions_for_opportunity&family=xanadu&ft:locale=en-US) : * 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](https://www.servicenow.com/docs/access?context=synchronise_quote_and_opportunity&family=xanadu&ft:locale=en-US) : * 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](https://www.servicenow.com/docs/access?context=som-subscription-pricing&family=xanadu&ft:locale=en-US) : 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. | | Yokohama | [View the roll-up amount in the Opportunity Kanban View](https://www.servicenow.com/docs/access?context=opportunity-management-kanban-view&family=yokohama&ft:locale=en-US) : Enables customers to view the roll-up amount that is automatically calculated in the base currency for all opportunity stages in the Kanban View. [\[Placeholder link text to key bundle-omgmt.opportunity-management-add-product-to-opportunity\]](https://www.servicenow.com/docs/access?context=opportunity-management-add-product-to-opportunity&family=yokohama&ft:locale=en-US) : 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](https://www.servicenow.com/docs/access?context=revise-existing-opportunities-post-upgrade&family=yokohama&ft:locale=en-US) : 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](https://www.servicenow.com/docs/access?context=opportunity-management-details-tab&family=zurich&ft:locale=en-US) : 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](https://www.servicenow.com/docs/access?context=add-opportunity-associated-contact&family=zurich&ft:locale=en-US) : Create opportunity associated contacts to associate multiple account contacts, verifying clear identification of all stakeholders and their respective roles. [Add opportunity team member](https://www.servicenow.com/docs/access?context=create-new-opportunity-team-member&family=zurich&ft:locale=en-US) : 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. {#dfrn3-opportunitymanagement-summary__entry__26} | Release | Release notes | |---------------|------------------------------| | Vancouver | No updates for this release. | | Washington DC | No updates for this release. | | Xanadu | No updates for this release. | | 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. {#dfrn3-opportunitymanagement-summary__entry__38} | Release | Release notes | |---------------|------------------------------| | Vancouver | No updates for this release. | | Washington DC | No updates for this release. | | Xanadu | No updates for this release. | | 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. {#dfrn3-opportunitymanagement-summary__entry__50} | 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 | | Yokohama | No updates for this release. | | Zurich | No updates for this release. | [ ] Activation information ---------------------- Review information on how to activate Opportunity Management. {#dfrn3-opportunitymanagement-summary__entry__62} | 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](https://store.servicenow.com/sn_appstore_store.do#!/store/home) 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](https://www.servicenow.com/docs/access?context=sn-store-release-notes&family=washingtondc&ft:locale=en-US). | | Xanadu | Install Opportunity Management by requesting it from ServiceNow Store. | | 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](https://store.servicenow.com/sn_appstore_store.do#!/store/home) 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](https://www.servicenow.com/docs/access?context=sn-store-release-notes&family=zurich&ft:locale=en-US). | [ ] Additional requirements ----------------------- If any additional requirements were introduced or changed for Opportunity Management we have noted them here. {#dfrn3-opportunitymanagement-summary__entry__74} | Release | Release notes | |---------------|------------------------------| | Vancouver | No updates for this release. | | Washington DC | No updates for this release. | | Xanadu | No updates for this release. | | 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. {#dfrn3-opportunitymanagement-summary__entry__86} | 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](https://www.servicenow.com/docs/access?context=browser-support&family=washingtondc&ft:locale=en-US). | | Xanadu | No updates for this release. | | 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. {#dfrn3-opportunitymanagement-summary__entry__98} | Release | Release notes | |---------------|------------------------------| | Vancouver | No updates for this release. | | Washington DC | No updates for this release. | | Xanadu | No updates for this release. | | 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. {#dfrn3-opportunitymanagement-summary__entry__110} | Release | Release notes | |---------------|------------------------------| | Vancouver | No updates for this release. | | Washington DC | No updates for this release. | | Xanadu | No updates for this release. | | 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. {#dfrn3-opportunitymanagement-summary__entry__122} | 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](https://www.servicenow.com/docs/access?context=opportunity-management&family=washingtondc&ft:locale=en-US) 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](https://www.servicenow.com/docs/access?context=opportunity-management&family=xanadu&ft:locale=en-US) for more information. | | 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](https://www.servicenow.com/docs/access?context=opportunity-management&family=yokohama&ft:locale=en-US) 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](https://www.servicenow.com/docs/access?context=opportunity-mgmt-using&family=zurich&ft:locale=en-US) for more information. | [ ]