Workflow

How to Edit a CRM Business Opportunity

Verified end to end. A disposable opportunity was created, edited through the detail-page main form, verified in the opportunity list, and deleted after the probe.

Evidence Summary

Workflow run
crm-opportunity-edit-20260519T123004Z
Opportunity code
2605-0001
Edited description
AI Demo CRM Opportunity Edited 20260519T123004Z
Edited value/probability
345.67 / 45%
Final state
Deleted and absent from DT_ListaOportNeg

CRM business opportunity edit workflow diagram

Edit Main Data

  1. Open the opportunity detail route from /crm/oportunidadesnegocios.
  2. Edit fields in Data business opportunity, including description, commercial, business area, third party, contact, campaign, closing date, source, value estimate, probability, and observations.
  3. Click the page-level Save button.

The verified detail form is opvalidateview. OfficeGest posts the form back to the same detail route with actualizarOP=2. The verified request updated Designacao, DataFechoPrev=20/06/2026, ValorEstimado=345.67, ProbabilVenda=45, and ObsOri=AI verified CRM opportunity edited source. The HTML response contained the edited description.

Verify the Edit

The verified workflow reopened /crm/oportunidadesnegocios/view/MjYwNS0wMDAx and confirmed the edited description, close date, value estimate, probability, and source note. It then queried DT_ListaOportNeg with the edited description and found row 2605-0001 returning ValorEstimado=345.67, ProbabilVenda=45, and close date 2026-06-20.

Related Detail Actions

The same detail page exposes separate mechanisms for observations and phase changes. The observation card uses UpdateOporNeg with campo=Obs. The Change phase / data modal uses action=oportneg, option=update_fase, and a serialized editafase form. Those actions were identified during the edit probe, but the verified run only exercised the main form save path.

Artifacts