mytool2002
35 lines
736 B
Markdown
35 lines
736 B
Markdown
---
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artifact_type: page
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slug: accountant-intake
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round: 3
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status: draft
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project: maxcpa
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title: 新客审核台
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---
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# 新客审核台
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## Route Information
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- Route: `/workspace/intake`
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## Accessible Persona
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- Accountant
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## Story Steps Covered
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- `会计师 / Activity 1 / Step 1`: 查看新进入客户提交的信息
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- `会计师 / Activity 1 / Step 2`: 核对客户来源和基本情况
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- `会计师 / Activity 1 / Step 3`: 决定是否正式接纳进入后续服务
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## Page Responsibility
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集中处理新客户资料、介绍来源、AI 初审结果和接纳决策，把“是否正式建档”从零散沟通变成可追踪的审核动作。
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## Related Features
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- 新客资料审阅
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- 介绍来源核验
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- 新客接纳决策
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