---
sourceDocument: Australia Sales and Order Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/de-DE/order-management

 Release :

    - australia

ft:locale :

    - de-DE

ft:publication_title :

    - Australia Sales and Order Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Opportunity Management

# Using Opportunity Management {#ariaid-title1}

* Freigeben Version: Australia
* 
* Aktualisiert 12. März 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 Minute Lesedauer

Use the Opportunity Management application to create your opportunity.

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. |
| 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} |
[Tabelle : 1. Opportunity Management tabs]

{#opportunity-mgmt-using__table_vy2_pkc_f1c}
* **[Create an opportunity](https://servicenow-prod.fluidtopics.net/rB~QiXrWcH~z~BeweoodLA)**   
  Create a new product opportunity in the Opportunity Management application by entering the details, such as account, sales stage, sales cycle type, and deal size.
* **[Add and view the details of an opportunity](https://servicenow-prod.fluidtopics.net/7zAvBz2V1vzB5T50tsHrfw)**   
  Use the Details tab to add and view information about your opportunity, including the source and competitor.
* **[Get product recommendations for opportunities using needs analysis](https://servicenow-prod.fluidtopics.net/2uSmVxOFEetAVOwAEoSgxQ)**   
  Choose a needs template from the product selection guide in the product catalog to get product recommendations for sales opportunities.
* **[Add line items to an opportunity](https://servicenow-prod.fluidtopics.net/b0ZF7r3jqxl8J9nUBlqu~A)**   
  Create a new product line item for your opportunity by entering the details, such as product offering and quantity.
* **[Add competitors to an opportunity](https://servicenow-prod.fluidtopics.net/w4V7NP~aUqecWcJx1NoKOA)**   
  Capture competitor details for your opportunity so that you can have winning sales conversations with your customer.
* **[Add opportunity tasks](https://servicenow-prod.fluidtopics.net/Oxp2C2uzV3tBfUaUxRyyIg)**   
  Create opportunity tasks to capture additional details of your customer's requirements.
* **[Add a new opportunity team member](https://servicenow-prod.fluidtopics.net/mZKdmKiHdkL0VgZ3AyFBbA)**   
  Create an opportunity team member for a structured collaboration among multiple users.
* **[Add an opportunity associated contact](https://servicenow-prod.fluidtopics.net/gn3JI__giuAFjt2l02Sbcw)**   
  Create opportunity for associated contacts to identify each contact's role when multiple stakeholders are involved.
* **[Compose emails](https://servicenow-prod.fluidtopics.net/5n_IT2I0dmtQCPZzm7m81A)**   
  Create an email to communicate to your customer the product information that meets their business requirements or the product demo as required by your customer.
* **[View an existing opportunity](https://servicenow-prod.fluidtopics.net/EFB0i3jBbAdJmcHyrvKvrw)**   
  View an existing opportunity to make changes, such as updating its status or additional details.
* **[Track opportunities using Kanban view](https://servicenow-prod.fluidtopics.net/9nJqAQIgP8WpS_RAGBZOrQ)**   
  Personalize and manage the opportunities information that is most relevant to you and your stakeholders using the Kanban view.
* **[Export opportunities](https://servicenow-prod.fluidtopics.net/uvqHsO09GGisN9ZTXRcBcA)**   
  You can export an opportunity as a JSON file in Opportunity Management and provide it to a customer. The export opportunity feature in Opportunity Management exports a list of all opportunities.
* **[Create a quote from an opportunity](https://servicenow-prod.fluidtopics.net/bQJQSsw~fOBTvULdY7F8tw)**   
  Create a quote directly from an opportunity as a sales agent or with integrated roles.
* **[Sync quote and opportunity](https://servicenow-prod.fluidtopics.net/vkVz7zGIiIXC3eYHRUeiNw)**   
  Sync quote information from the quote record to an opportunity record. This keeps the quote data consistent and accurate across both the records and enables sales agents to track revenue from opportunities accurately.
* **[Collaborate with stakeholders by using the sidebar](https://servicenow-prod.fluidtopics.net/CANm~0Uv~H60_mwjy_mCZw)**   
  Initiate a discussion with internal and external stakeholders, such as sales agents, solution consultants, and subject matter experts using sidebar integration with Microsoft Teams.
* **[Location-based transactions for Opportunity Management](https://servicenow-prod.fluidtopics.net/Styhncl6IYv7Rol0y8JSww)**   
  Agents can create opportunities and support product configurations and services for different locations.