Workflow

How to Manage CRM Business Opportunity Observations

Verified end to end. A disposable opportunity was created, its separate rich-text observations editor was saved, the detail page was reloaded to verify persistence, and the opportunity was deleted after the probe.

Evidence Summary

Workflow run
crm-opportunity-observations-20260519T123355Z
Opportunity code
2605-0001
Editor
#Obs with save button #saveObs
Save endpoint
UpdateOporNeg / campo=Obs
Final state
Deleted and absent from DT_ListaOportNeg

CRM opportunity observations workflow diagram

Edit Observations

  1. Open the business opportunity detail page.
  2. Use the Observations rich-text editor on the detail page.
  3. Apply simple formatting such as bold text or lists when useful.
  4. Click the small Save button in the observations card.

This observations card is separate from the page-level Save button. The verified observation save called UpdateOporNeg with id=2605-0001, campo=Obs, and an HTML value containing a paragraph, bold text, and a list.

Verify Persistence

The verified workflow reloaded /crm/oportunidadesnegocios/view/MjYwNS0wMDAx after the save. The #Obs editor returned the edited HTML, including AI edited opportunity observation 20260519T123355Z and the list item Verified via UpdateOporNeg.

Artifacts