Workflow

How to Close a CRM Business Opportunity as Won

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

Evidence Summary

Workflow run
crm-opportunity-won-20260520T005645Z
Opportunity code
2605-0001
Initial phase
SG / SEGUROS
Won phase
FEC / Fechado
Final state
Deleted and absent from both finished and open DT_ListaOportNeg lookups

Close as Won

  1. Open the business opportunity detail page.
  2. In Current situation, click Change phase / data.
  3. Select Fechado in Phase C. V..
  4. Set the phase date.
  5. Enter a closing 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=FEC&datafimfase=20/05/2026&obs=AI opportunity won closure comment 20260520T005645Z. The response returned {"success":true}.

Verify the Closure

The detail page reloaded with the current phase field showing Fechado 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=[FEC] Fechado.

The phase history endpoint DT_Select_OptNegFases returned a row with FaseAnterior=SG, FaseActual=FEC, DesigActual=Fechado, and the closing comment. In this demo build, the grid row's hidden type field still returned open, so the reliable finished/won verification was the Concluido_c=T list filter plus the FEC phase.

Artifacts