Workflow

How to Change a CRM Business Opportunity Phase

Verified end to end. A disposable opportunity was created, changed from phase SG to non-closing phase CI, verified on the detail page and opportunity grid, and deleted after the probe.

Evidence Summary

Workflow run
crm-opportunity-phase-20260519T123715Z
Opportunity code
2605-0001
Initial phase
SG / SEGUROS
Updated phase
CI / Pesquisa/Qualificar/Priorizar
Final state
Deleted and absent from DT_ListaOportNeg

CRM opportunity phase workflow diagram

Change Phase

  1. Open the business opportunity detail page.
  2. In Current situation, click Change phase / data.
  3. Select the next Phase C. V..
  4. Set Expected date order phase.
  5. Enter a commercial comment when useful.
  6. Click Save and confirm the warning dialog.

The verified modal posted to POST /ajaxserver with action=oportneg, option=update_fase, id=2605-0001, and serialized form data faseactual=CI&datafimfase=20/05/2026&obs=AI opportunity phase comment 20260519T123715Z. The response returned {"success":true}.

Verify the Phase

The detail page reloaded with the current phase field showing Pesquisa/Qualificar/Priorizar. The opportunity list lookup then returned row 2605-0001 with Fase=[CI] Pesquisa/Qualificar/Priorizar.

This run intentionally used a non-closing phase. Closing variants are covered separately in How to Close a CRM Business Opportunity as Won and How to Close a CRM Business Opportunity as Lost.

Artifacts