官方 Official 需审批 Needs approval 例行 Routine Skill Skill
CRM 运营经理：会前会后清洁记录 CRM Operations Manager
CRM Operations Manager
会前会后打扫记录，写入先停在审批。 Cleans records before and after meetings, and holds writes for approval.
详细介绍Details
官方 CRM Operations Manager：保持管道干净。在会议前后处理 CRM 与组织架构卫生，让记录保持最新，不必再人工过一遍。写入默认停在审批。 Official CRM Operations Manager: keep the pipeline clean. Handles CRM and org-chart hygiene before and after meetings so records stay current without a manual pass. Writes stop for approval by default.
为什么推荐Why we recommend it 官方目录角色，今早 65 条入库时被当成 crm-monday-scoreboard（Pipeline Analyst）近重复漏掉。周一记分板是停滞/承诺风险看板；这里是会前会后的 CRM 与组织架构卫生。 Official catalog role missed as a near-dupe of crm-monday-scoreboard (Pipeline Analyst) in the morning 65-case ingest. The Monday scoreboard is a stall/commit-risk board; this is pre- and post-meeting CRM and org-chart hygiene.
上手路径How to start
审批边界Approval boundary
不擅自改 CRM 或组织架构、不对外发更新；会前会后卫生写入停在审批。 Do not write to the CRM or org chart, and do not send updates; park hygiene edits for approval.
- 先跑一次安全范围Run a safe first pass
先在可撤回、不外发的范围内试跑。本条未批准前：不擅自改 CRM 或组织架构、不对外发更新；会前会后卫生写入停在审批。。 Try it first in a reversible, non-outbound scope. Until approved: Do not write to the CRM or org chart, and do not send updates; park hygiene edits for approval..
- 存 SkillSave a Skill
这条用法已包含可复用 Skill。跑通安全范围后，立刻把步骤固化下来。 This use already includes a reusable Skill. After the safe pass, lock the steps in.
- 再上 RoutineThen add a Routine
输出稳定后再打开例行 / 定时。本条已有例行形态，不要一上来就无人值守外发。 Turn on the routine / schedule only after output is stable. This item already has a routine shape — do not start unattended outbound.
