--- sourceDocument: zurich Combined Product Files sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/delta-xanadu-zurich Release : - zurich ft:locale : - en-US ft:publication_title : - zurich Combined Product Files ft:clusterId : - delta3zx bundleId : - delta3zx --- # Combined Opportunity Management release notes for upgrades from Xanadu to Zurich # Combined Opportunity Management release notes for upgrades from Xanadu to Zurich {#ariaid-title1} Release version: Zurich Updated October 8, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 6 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete. ## Summary of Combined Opportunity Management release notes for upgrades from Xanadu to Zurich This consolidated guide covers all Opportunity Management release notes from the Xanadu through Zurich releases to assist ServiceNow customers in preparing for their upgrade. It summarizes new features, changes, deprecations, and important upgrade tasks relevant to Opportunity Management across multiple releases. Show full answer Show less Opportunity Management is available as an app through the ServiceNow Store, which customers must request for installation. ## New Features * **Xanadu:** * Integration with Microsoft Teams sidebar enables collaboration on opportunities with stakeholders via messages, emojis, and attachments. Requires upgrading the ServiceNow AI Platform to Xanadu. * Create quotes directly from selected opportunity line items. * Support for location-based transactions allowing product catalog filtering by customer location and copying line items across locations within the same opportunity. * Synchronization between quotes and opportunities keeps financial values consistent and tracks revenue accurately. * System-calculated subscription revenue metrics provide visibility into recurring and one-time revenues for product and service subscriptions. * **Yokohama:** * Product configurator enables sales reps to customize complex product bundles early in the sales cycle. * Scheduled jobs allow revision of existing opportunities to support parent-child opportunity line items. * Opportunity Kanban View now displays roll-up amounts in base currency for all stages. * **Zurich:** * New fields added to Opportunity and Opportunity Line objects to improve pricing amendment visibility and flexibility, including contract dates and renewal, upsell/downsell, and net new amounts. * Ability to add multiple associated contacts with defined roles to an opportunity for clearer stakeholder identification. * Introduction of opportunity team members to enable structured collaboration and role-based access; access permissions are available starting from Zurich Patch 3. ## Changes No updates or changes were introduced in Opportunity Management features between Xanadu, Yokohama, and Zurich releases. ## Removed Features No features or functionality were removed in any release between Xanadu and Zurich. ## Deprecations * **Xanadu:** Certain financial fields on Opportunity and Opportunity Line Items records were deprecated, including Total Monthly Recurring Price, Total Annual Recurring Price, ARR Budget Type, Estimated Unit Price, Estimated Total Price, and Total Recurring Price. * **Yokohama and Zurich:** No deprecations were noted. ## Activation and Installation Opportunity Management must be installed by requesting it from the ServiceNow Store. This applies to all releases from Xanadu through Zurich. Customers should visit the ServiceNow Store to view available apps and submit installation requests. ## Additional Considerations * No new browser requirements, localization updates, or accessibility changes were introduced from Xanadu through Zurich. ## Key Outcomes for ServiceNow Customers * Enhanced collaboration on opportunity records through Microsoft Teams integration and Opportunity Teams enables multi-role stakeholder engagement and structured access control. * Improved quoting capabilities with line item selection and synchronization ensure accuracy and efficiency in sales processes. * Advanced revenue tracking with subscription revenue metrics and roll-up calculations supports better forecasting and reporting. * Greater pricing flexibility with additional fields to manage contract amendments and renewals. * Clear identification of multiple contacts associated with opportunities improves stakeholder management and qualification accuracy. By reviewing and applying these release notes, customers can better plan their upgrade path, leverage new capabilities to streamline their sales processes, and maintain alignment with ServiceNow best practices for Opportunity Management. Consolidated page of all release notes for Opportunity Management from Xanadu 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 Xanadu 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 | |-|-| | 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__10} | Release | Release notes | |-|-| | 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 | [\[Placeholder link text to key bundle-omgmt.opportunity-management-add-product-to-opportunity\]](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. [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. | | 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__18} | Release | Release notes | |-|-| | 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__26} | Release | Release notes | |-|-| | 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__34} | Release | Release notes | |-|-| | 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__42} | Release | Release notes | |-|-| | Xanadu | Install Opportunity Management by requesting it from ServiceNow Store. | | Yokohama | Activation information : Install Opportunity Management by requesting it from ServiceNow Store. Important: Opportunity Management is available in the ServiceNow Store. For details, see the "Activation information" section of these release notes. | | Zurich | Activation information : 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). Important: Opportunity Management is available in the ServiceNow Store. For details, see the "Activation information" section of these release notes. | [ ] ## Additional requirements If any additional requirements were introduced or changed for Opportunity Management we have noted them here. {#dfrn3-opportunitymanagement-summary__entry__50} | Release | Release notes | |-|-| | 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__58} | Release | Release notes | |-|-| | 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__66} | Release | Release notes | |-|-| | 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__74} | Release | Release notes | |-|-| | 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__82} | Release | Release notes | |-|-| | 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. | [ ]