Workflow

How to Close a CRM Business Opportunity as Lost

Verified end to end. A disposable opportunity was created, changed from phase SG to closing phase PER / Perdido, verified in the finished opportunity list and phase history, and deleted after the probe.

Evidence Summary

Workflow run
crm-opportunity-lost-20260520T010122Z
Opportunity code
2605-0001
Initial phase
SG / SEGUROS
Lost phase
PER / Perdido
Final state
Deleted and absent from both finished and open DT_ListaOportNeg lookups

Close as Lost

  1. Open the business opportunity detail page.
  2. In Current situation, click Change phase / data.
  3. Select Perdido in Phase C. V..
  4. Set the phase date.
  5. Enter a closing comment explaining the loss 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=PER&datafimfase=20/05/2026&obs=AI opportunity lost closure comment 20260520T010122Z. The response returned {"success":true}.

Verify the Closure

The detail page reloaded with the current phase field showing Perdido and the header showing Finished: 20/05/2026. The opportunity list lookup used search[Op.Concluido_c]=T and returned row 2605-0001 with Fase=[PER] Perdido.

The phase history endpoint DT_Select_OptNegFases returned a row with FaseAnterior=SG, FaseActual=PER, DesigActual=Perdido, and the closing comment. As with the won closure run, the grid row's hidden type field still returned open, so the reliable finished/lost verification was the Concluido_c=T list filter plus the PER phase.

Artifacts