交易台协调：先拟内部 deal note，批准后再写入 Salesforce Deal Desk Coordinator

这条用法在做什么What this use does

官方 Deal Desk Coordinator：从历史邮件、Salesforce 和通话起草带上下文的内部交易说明，你批准后再提交进 Salesforce。改价、条款与对外承诺必须人审。 Official Deal Desk Coordinator: drafts contextual internal deal notes from past emails, Salesforce, and calls, then submits in Salesforce once you approve. Pricing, terms, and external commitments stay behind approval.

收录理由Why we listed it 官方明确「先拟、批准后再写入 Salesforce」。现有管道记分板不覆盖交易台纸面。 Official copy is explicit: draft first, write to Salesforce after approval. The Monday scoreboard does not cover deal-desk paper.

上手路径How to start

1. 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：不提交 Salesforce、不改价格或条款、不对外承诺；只返回内部 deal note 草稿。。 Try it first in a reversible, non-outbound scope. Until approved: Do not submit to Salesforce, change price or terms, or commit externally; return the internal deal-note draft only..

2. 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.

3. 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.