Combined Opportunity Management release notes for upgrades 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.


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.


Release	Release notes
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.
Yokohama	View the roll-up amount in the Opportunity Kanban View 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] 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 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 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.

Changes

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


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.


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.


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.


Release	Release notes
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 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.

Additional requirements

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


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.


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.


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.


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.


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 for more information.
Yokohama	Enable customers to view the roll-up amount in the Kanban View. Enable sales representatives to customize bundled products and products with complex characteristics in the product catalog. See Opportunity Management 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 for more information.