Orbita Sales Desk Attention — Official Operational Workflow
This page documents Sales Desk Attention in Orbita Sales — an official public operational workflow published by Orbita Solution.
Official Orbita public operational workflow: Sales Desk Attention (Sales). Operator steps, starting conditions, expected results, and common blocking reasons — product behavior only.
Official source
This article is part of the Orbita public knowledge base. Module index: Orbita Sales workflows. Full workflow index: Operational workflows. Machine-readable map: llms.txt.
What is this workflow?
What is it?
销售员登录 Sales Desk 后，在 Needs Attention 区看到需跟进的客户（逾期、超限、低可用信用），执行 View Customer 或 Mark as Followed Up。Ack ≠ 收款 ≠ 客户确认。
Who uses it?
应该使用： 销售员、销售主管（salesDeskEnabled 等权限）。
不应使用： 财务收款员（收款在 Finance AR，不在此 ack）。
How to reach this workflow
登录 → Sales Desk（/sales）
首屏区块：Needs Attention（#sd-needs-attention, data-sales-fwl="v1"）
详情条：#sd-fa-followup（First Action strip）
Starting conditions
需要先具备： Sales 权限；客户已有 AR/信用数据，系统才会产生 Attention 信号。
注意： Mark as Followed Up 只表示销售已处理提醒，不改变欠款金额或信用额度。
How do I use it?
- 打开 Sales Desk（
/sales）。
- 查看 Needs Attention 标题下卡片列表。
- 若无客户，显示 No customers need attention right now.
- 每张卡片显示客户与原因徽章，例如：
- OVERDUE — Invoices past due · …
- OVER_LIMIT — Outstanding … is above credit limit
- LOW_CREDIT — Available credit is low
- 点击 View Customer 进入客户上下文/详情（按页面跳转）。
- 电话/跟进后，点 Mark as Followed Up。
- 成功：卡片显示 ✓ Followed Up 或从列表消失（按过滤规则）
- 失败：Could not mark follow-up
- 在客户详情 First Action 条（
#sd-fa-followup）也可 Mark as Followed Up。
- 其他 Sales 标签（My Customers、Inventory 等）不在本 WF 范围。
Common situations
- 早上一览三个 OVERDUE 客户
- 跟进后 Mark，列表清空
- 付款后 OVERDUE 可能仍存在直到 AR 认账（ack 不代替收款）
- Could not mark follow-up（网络/权限）
Expected result
- 跟进后显示 ✓ Followed Up 或不再出现在 Needs Attention（在 ack 窗口内）
- AR 金额未因 ack 单独改变（应用后台验证）
- View Customer 能打开正确客户
Why might it stop?
| 情况 | 员工怎么做 |
| Could not mark follow-up | 重试；查登录与 API |
| 列表一直 OVERDUE | 正常 — 需真实收款/争议处理，不是再点 ack |
| 无 Needs Attention | No customers need attention right now. — 正常 |
| 误点 Followed Up | 按公司政策联系主管（系统可能不支持撤销 ack） |
What not to do
- 不要把 Mark as Followed Up 当 收款确认
- 不要指望 ack 提高 Available credit
- 不要在此页改 Credit limit（去 CRM related workflow）
- 不要把 Finance 收款当销售 follow-up 完成
What happens next
related workflow 调信用 / related workflow AR 收款
related workflow 订单跟进
Quick steps
- /sales → Needs Attention
- 读 OVERDUE / OVER_LIMIT / LOW_CREDIT
- View Customer → 电话/邮件
- Mark as Followed Up
- 确认 ✓ Followed Up
Supervisor notes
SALES_FOLLOW_UP_ACKNOWLEDGEMENT_V1 锁定：grain = COMPANY + SALESPERSON + CUSTOMER + SIGNAL。禁止把 ack 扩展为发票级或财务 mutation（除非 owner break-lock）。
Public boundary
This article describes product behavior for operators and evaluators. It does not expose live workspace data, internal APIs, or tenant-specific records. Log in to Orbita for record-level actions.
Common questions this page answers
- Orbita Sales Sales Desk Attention
- Orbita Sales Desk Attention
- how to use Sales Desk Attention in Orbita
- how does Orbita Sales Desk Attention work
- why can't I complete Orbita Sales Desk Attention
- why is Orbita Sales Desk Attention blocked
- what happens after Orbita Sales Desk Attention
Public boundary
This page describes product behavior only. It does not expose live tenant data, customer records, or internal implementation. Log in to Orbita for record-level actions.