diff --git a/src/api/index.ts b/src/api/index.ts
index b5a49a6..6aae075 100644
--- a/src/api/index.ts
+++ b/src/api/index.ts
@@ -34,6 +34,69 @@ export const startHighlight = (reportId: number) =>
 export const getLeads = (status = 'pending') =>
   apiGet('/report/leads', { status })
 
+export type FollowUpTaskView = {
+  taskId: string
+  storeCustomerId: number
+  sourceLeadId: number
+  reportId?: number | null
+  displayName?: string | null
+  phone?: string | null
+  phoneMasked?: string | null
+  petName?: string | null
+  serviceType?: string | null
+  status: 'pending' | 'in_progress' | 'completed' | 'canceled'
+  outcome?: 'rebooked' | 'not_interested' | 'invalid_contact' | 'unsubscribed' | null
+  dueDate: string
+  attemptCount: number
+  lastAttemptOutcome?: 'no_answer' | 'follow_later' | null
+  assignedUserId?: number | null
+  assignedUserName?: string | null
+  assignedToCurrentUser: boolean
+  lastContactedAt?: string | null
+  closedAt?: string | null
+  rebookedAppointmentId?: number | null
+  overdue: boolean
+  createTime: string
+  updateTime: string
+}
+
+export type FollowUpTaskPage = {
+  total: number
+  page: number
+  pageSize: number
+  hasMore: boolean
+  list: FollowUpTaskView[]
+}
+
+export const getFollowUpTasks = (params: Record<string, unknown> = {}) =>
+  apiGet<FollowUpTaskPage>('/admin/follow-up-tasks', params)
+
+export const startFollowUpTask = (taskId: string) =>
+  apiPost<FollowUpTaskView>(`/admin/follow-up-tasks/${encodeURIComponent(taskId)}/start`)
+
+export const rescheduleFollowUpTask = (
+  taskId: string,
+  dueDate: string,
+  reason: 'no_answer' | 'follow_later',
+) => apiPost<FollowUpTaskView>(
+  `/admin/follow-up-tasks/${encodeURIComponent(taskId)}/reschedule`,
+  { dueDate, reason },
+)
+
+export const closeFollowUpTask = (
+  taskId: string,
+  outcome: 'not_interested' | 'invalid_contact',
+) => apiPost<FollowUpTaskView>(
+  `/admin/follow-up-tasks/${encodeURIComponent(taskId)}/close`,
+  { outcome },
+)
+
+export const createAppointment = (data: Record<string, unknown>) =>
+  apiPost('/appointment/create', data)
+
+export const getAppointmentAvailableSlots = (storeId: number, date: string, serviceType: string) =>
+  apiGet('/appointment/available-slots', { storeId, date, serviceType })
+
 export const getServiceCustomers = (params: Record<string, unknown> = {}) =>
   apiGet('/admin/service-customers', params)
 
@@ -73,6 +136,14 @@ export type CustomerTimelineItem = {
     remindDate?: string | null
     remindStatus?: string | null
   }
+  followUpTask?: {
+    taskId: string
+    status: 'pending' | 'in_progress' | 'completed' | 'canceled'
+    outcome?: 'rebooked' | 'not_interested' | 'invalid_contact' | 'unsubscribed' | null
+    dueDate?: string | null
+    attemptCount?: number
+    rebookedAppointmentId?: number | null
+  }
 }
 
 export type CustomerTimelineResponse = {
diff --git a/src/views/CustomersView.vue b/src/views/CustomersView.vue
index 355bd68..8ff21ac 100644
--- a/src/views/CustomersView.vue
+++ b/src/views/CustomersView.vue
@@ -95,11 +95,15 @@
                   <el-tag v-if="item.lead?.remindStatus" size="small" effect="plain">
                     {{ formatLeadStatus(item.lead.remindStatus) }}
                   </el-tag>
+                  <el-tag v-if="item.followUpTask?.status" size="small" effect="plain">
+                    {{ followUpStatusLabel(item.followUpTask.status) }}
+                  </el-tag>
                 </div>
-                <div v-if="item.appointment || item.report || item.lead" class="event-actions">
+                <div v-if="item.appointment || item.report || item.lead || item.followUpTask" class="event-actions">
                   <el-button v-if="item.appointment" link type="primary" @click="goAppointment(item.appointment.id)">查看预约</el-button>
                   <el-button v-if="item.report" link type="primary" @click="goReportId(item.report.id)">查看报告</el-button>
                   <el-button v-if="item.lead" link type="primary" @click="goLead">进入回访池</el-button>
+                  <el-button v-if="item.followUpTask" link type="primary" @click="goLead">查看回访任务</el-button>
                 </div>
               </article>
             </el-timeline-item>
@@ -276,6 +280,14 @@ function reportSendLabel(value?: string | null) {
   return '报告'
 }
 
+function followUpStatusLabel(value?: string | null) {
+  if (value === 'pending') return '回访待领取'
+  if (value === 'in_progress') return '回访处理中'
+  if (value === 'completed') return '回访已完成'
+  if (value === 'canceled') return '回访已取消'
+  return '回访任务'
+}
+
 function roleLabel(value?: string | null) {
   if (value === 'boss') return '老板'
   if (value === 'staff') return '员工'
diff --git a/src/views/LeadsView.vue b/src/views/LeadsView.vue
index 3396d53..b4f21dc 100644
--- a/src/views/LeadsView.vue
+++ b/src/views/LeadsView.vue
@@ -1,88 +1,497 @@
 <template>
-  <div class="page-card">
-    <h2 class="page-title">回访线索</h2>
+  <div class="page-card follow-up-page">
+    <header class="page-head">
+      <div>
+        <div class="eyebrow">FOLLOW-UP TASKS</div>
+        <h2 class="page-title">回访任务</h2>
+        <p>领取后记录结果；“再次预约”只在真实预约创建成功后自动闭环。</p>
+      </div>
+      <el-button :loading="loading" @click="load">刷新</el-button>
+    </header>
+
     <div class="filter-row">
-      <el-select v-model="status" style="width: 140px" @change="load">
-        <el-option label="待回访" value="pending" />
+      <el-select v-model="status" style="width: 150px" @change="resetAndLoad">
+        <el-option label="待处理" value="open" />
+        <el-option label="待领取" value="pending" />
+        <el-option label="处理中" value="in_progress" />
+        <el-option label="已完成" value="completed" />
+        <el-option label="已取消" value="canceled" />
         <el-option label="全部" value="all" />
       </el-select>
-      <el-checkbox v-model="dueToday" @change="load">到期≤今天</el-checkbox>
+      <el-checkbox v-model="dueToday" @change="resetAndLoad">到期≤今天</el-checkbox>
+      <span class="summary">共 {{ total }} 项</span>
     </div>
-    <el-table :data="rows" v-loading="loading" stripe>
-      <el-table-column prop="petName" label="宠物" width="120" />
-      <el-table-column prop="serviceType" label="服务" min-width="120" />
-      <el-table-column prop="phone" label="手机" width="140" />
-      <el-table-column prop="remindDate" label="建议日期" width="120" />
-      <el-table-column prop="remindStatus" label="状态" width="100" />
-      <el-table-column label="微信" width="80">
-        <template #default="{ row }">{{ row.wechatBound ? '是' : '否' }}</template>
+
+    <el-table :data="rows" v-loading="loading" row-key="taskId" stripe>
+      <el-table-column label="宠主 / 宠物" min-width="170">
+        <template #default="{ row }">
+          <strong>{{ row.displayName || '客户' }}</strong>
+          <div class="muted">{{ row.petName || '宠物待确认' }} · {{ row.serviceType || '服务待确认' }}</div>
+        </template>
       </el-table-column>
-      <el-table-column label="操作" width="120">
+      <el-table-column label="联系" width="150">
+        <template #default="{ row }">
+          <span>{{ row.phone || row.phoneMasked || '—' }}</span>
+          <el-button v-if="row.phone" link type="primary" @click="copyPhone(row.phone)">复制</el-button>
+        </template>
+      </el-table-column>
+      <el-table-column label="计划回访" width="130">
+        <template #default="{ row }">
+          <span :class="{ overdue: row.overdue }">{{ row.dueDate || '—' }}</span>
+        </template>
+      </el-table-column>
+      <el-table-column label="状态" width="130">
+        <template #default="{ row }">
+          <el-tag :type="statusTag(row.status)" effect="light">{{ statusLabel(row.status) }}</el-tag>
+          <div v-if="row.outcome" class="muted">{{ outcomeLabel(row.outcome) }}</div>
+        </template>
+      </el-table-column>
+      <el-table-column label="处理" width="150">
+        <template #default="{ row }">
+          <span>{{ row.assignedUserName || (row.status === 'pending' ? '待领取' : '—') }}</span>
+          <div class="muted">已联系 {{ row.attemptCount || 0 }} 次</div>
+        </template>
+      </el-table-column>
+      <el-table-column label="操作" min-width="390" fixed="right">
         <template #default="{ row }">
           <el-button
-            v-if="row.reportId"
+            v-if="row.status === 'pending'"
             link
             type="primary"
-            @click="openReport(row)"
-          >打开报告</el-button>
+            @click="startTask(row)"
+          >领取</el-button>
+          <template v-if="row.status === 'in_progress' && row.assignedToCurrentUser">
+            <el-button link @click="openReschedule(row, 'no_answer')">未接通</el-button>
+            <el-button link @click="openReschedule(row, 'follow_later')">稍后联系</el-button>
+            <el-button link type="warning" @click="closeTask(row, 'not_interested')">暂无意向</el-button>
+            <el-button link type="danger" @click="closeTask(row, 'invalid_contact')">号码无效</el-button>
+            <el-button link type="success" @click="openRebook(row)">创建预约</el-button>
+          </template>
+          <el-button
+            v-if="row.rebookedAppointmentId"
+            link
+            type="success"
+            @click="goAppointment(row.rebookedAppointmentId)"
+          >查看预约</el-button>
+          <span
+            v-if="row.status === 'in_progress' && !row.assignedToCurrentUser"
+            class="muted"
+          >由其他员工处理</span>
         </template>
       </el-table-column>
     </el-table>
+
+    <el-pagination
+      v-if="total > pageSize"
+      class="pagination"
+      layout="prev, pager, next"
+      :current-page="page"
+      :page-size="pageSize"
+      :total="total"
+      @current-change="changePage"
+    />
+
+    <el-dialog v-model="rescheduleVisible" title="记录联系结果并改期" width="430px">
+      <el-form label-position="top">
+        <el-form-item label="本次结果">
+          <el-radio-group v-model="rescheduleReason">
+            <el-radio value="no_answer">未接通</el-radio>
+            <el-radio value="follow_later">宠主希望稍后联系</el-radio>
+          </el-radio-group>
+        </el-form-item>
+        <el-form-item label="下次回访日期">
+          <el-date-picker
+            v-model="rescheduleDate"
+            type="date"
+            value-format="YYYY-MM-DD"
+            :disabled-date="disablePastDate"
+            style="width: 100%"
+          />
+        </el-form-item>
+      </el-form>
+      <template #footer>
+        <el-button @click="rescheduleVisible = false">取消</el-button>
+        <el-button type="primary" :loading="saving" @click="saveReschedule">确认改期</el-button>
+      </template>
+    </el-dialog>
+
+    <el-dialog v-model="rebookVisible" title="为回访客户创建真实预约" width="520px">
+      <el-alert
+        type="info"
+        :closable="false"
+        title="预约成功后任务才会标记为“已再次预约”；容量不足或创建失败不会改变任务状态。"
+      />
+      <el-form label-position="top" class="rebook-form">
+        <el-form-item label="宠主">
+          <el-input :model-value="`${rebookTask?.displayName || '客户'} · ${rebookTask?.phone || ''}`" disabled />
+        </el-form-item>
+        <div class="form-grid">
+          <el-form-item label="宠物名">
+            <el-input v-model="rebookForm.petName" maxlength="64" />
+          </el-form-item>
+          <el-form-item label="宠物类型">
+            <el-select v-model="rebookForm.petType" style="width: 100%">
+              <el-option label="猫" value="猫" />
+              <el-option label="狗" value="狗" />
+              <el-option label="其他" value="其他" />
+            </el-select>
+          </el-form-item>
+        </div>
+        <el-form-item label="服务项目">
+          <el-select v-model="rebookForm.serviceType" style="width: 100%" @change="loadSlots">
+            <el-option
+              v-for="service in serviceTypes"
+              :key="String(service.id)"
+              :label="`${service.name} · ${service.durationMinutes || 60} 分钟`"
+              :value="String(service.name)"
+            />
+          </el-select>
+        </el-form-item>
+        <div class="form-grid">
+          <el-form-item label="预约日期">
+            <el-date-picker
+              v-model="rebookForm.date"
+              type="date"
+              value-format="YYYY-MM-DD"
+              :disabled-date="disablePastDate"
+              style="width: 100%"
+              @change="loadSlots"
+            />
+          </el-form-item>
+          <el-form-item label="可约时段">
+            <el-select v-model="rebookForm.time" :loading="slotsLoading" style="width: 100%">
+              <el-option
+                v-for="slot in availableSlots"
+                :key="slot.time"
+                :label="`${slot.time}–${slot.endTime}`"
+                :value="slot.time"
+              />
+            </el-select>
+          </el-form-item>
+        </div>
+      </el-form>
+      <template #footer>
+        <el-button @click="rebookVisible = false">取消</el-button>
+        <el-button type="success" :loading="saving" @click="submitRebook">创建并归因</el-button>
+      </template>
+    </el-dialog>
   </div>
 </template>
 
 <script setup lang="ts">
-import { onMounted, ref } from 'vue'
+import { onMounted, reactive, ref } from 'vue'
 import { useRoute, useRouter } from 'vue-router'
-import { getLeads, getReportList } from '@/api'
-import { reportPublicUrl } from '@/utils/publicLinks'
-import { ElMessage } from 'element-plus'
+import { ElMessage, ElMessageBox } from 'element-plus'
+import {
+  closeFollowUpTask,
+  createAppointment,
+  getAdminStore,
+  getAppointmentAvailableSlots,
+  getFollowUpTasks,
+  getServiceTypeList,
+  rescheduleFollowUpTask,
+  startFollowUpTask,
+  type FollowUpTaskView,
+} from '@/api'
 
 const route = useRoute()
 const router = useRouter()
 const loading = ref(false)
-const status = ref('pending')
+const saving = ref(false)
+const rows = ref<FollowUpTaskView[]>([])
+const total = ref(0)
+const page = ref(1)
+const pageSize = 20
+const status = ref((route.query.status as string) || 'open')
 const dueToday = ref(route.query.due === 'today')
-const rows = ref<Array<Record<string, unknown>>>([])
 
-function todayStr() {
-  const d = new Date()
-  return `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`
+const rescheduleVisible = ref(false)
+const rescheduleTask = ref<FollowUpTaskView | null>(null)
+const rescheduleReason = ref<'no_answer' | 'follow_later'>('no_answer')
+const rescheduleDate = ref('')
+
+const rebookVisible = ref(false)
+const rebookTask = ref<FollowUpTaskView | null>(null)
+const storeId = ref<number | null>(null)
+const serviceTypes = ref<Array<Record<string, unknown>>>([])
+const slotsLoading = ref(false)
+const availableSlots = ref<Array<{ time: string; endTime: string }>>([])
+const rebookForm = reactive({ petName: '', petType: '', serviceType: '', date: '', time: '' })
+
+function todayString() {
+  const now = new Date()
+  return `${now.getFullYear()}-${String(now.getMonth() + 1).padStart(2, '0')}-${String(now.getDate()).padStart(2, '0')}`
 }
 
 async function load() {
   loading.value = true
   try {
-    const res = await getLeads(status.value)
-    let list = Array.isArray(res.data) ? (res.data as Array<Record<string, unknown>>) : []
-    if (dueToday.value) {
-      const t = todayStr()
-      list = list.filter((l) => {
-        const d = l.remindDate as string | undefined
-        return !d || d <= t
-      })
+    const response = await getFollowUpTasks({
+      status: status.value,
+      dueDateTo: dueToday.value ? todayString() : undefined,
+      page: page.value,
+      pageSize,
+    })
+    if (response.code !== 200 || !response.data) {
+      ElMessage.error(response.message || '回访任务加载失败')
+      return
     }
-    rows.value = list
+    rows.value = response.data.list
+    total.value = response.data.total
+  } catch {
+    ElMessage.error('回访任务加载失败，请检查网络')
   } finally {
     loading.value = false
   }
 }
 
-async function openReport(row: Record<string, unknown>) {
-  const reportId = Number(row.reportId)
-  if (!reportId) return
-  // 优先用列表里的 token；没有则从报告列表反查
-  const listRes = await getReportList({ page: 1, pageSize: 200 })
-  const reports = Array.isArray(listRes.data) ? (listRes.data as Array<Record<string, unknown>>) : []
-  const hit = reports.find((r) => Number(r.id) === reportId)
-  const token = hit?.reportToken as string | undefined
-  if (token) {
-    window.open(reportPublicUrl(token), '_blank')
+function resetAndLoad() {
+  page.value = 1
+  load()
+}
+
+function changePage(value: number) {
+  page.value = value
+  load()
+}
+
+async function startTask(task: FollowUpTaskView) {
+  try {
+    const response = await startFollowUpTask(task.taskId)
+    if (response.code !== 200) {
+      ElMessage.error(response.message || '领取失败')
+      await load()
+      return
+    }
+    ElMessage.success('任务已领取')
+    await load()
+  } catch {
+    ElMessage.error('领取失败，请检查网络')
+  }
+}
+
+function openReschedule(task: FollowUpTaskView, reason: 'no_answer' | 'follow_later') {
+  rescheduleTask.value = task
+  rescheduleReason.value = reason
+  rescheduleDate.value = task.dueDate >= todayString() ? task.dueDate : todayString()
+  rescheduleVisible.value = true
+}
+
+async function saveReschedule() {
+  if (!rescheduleTask.value || !rescheduleDate.value) {
+    ElMessage.warning('请选择下次回访日期')
     return
   }
-  ElMessage.warning('未找到公开链接，已跳转报告中心')
-  await router.push({ path: '/reports', query: { q: String(reportId) } })
+  saving.value = true
+  try {
+    const response = await rescheduleFollowUpTask(
+      rescheduleTask.value.taskId,
+      rescheduleDate.value,
+      rescheduleReason.value,
+    )
+    if (response.code !== 200) {
+      ElMessage.error(response.message || '改期失败')
+      return
+    }
+    ElMessage.success('已记录本次联系并改期')
+    rescheduleVisible.value = false
+    await load()
+  } catch {
+    ElMessage.error('改期失败，请检查网络')
+  } finally {
+    saving.value = false
+  }
+}
+
+async function closeTask(task: FollowUpTaskView, outcome: 'not_interested' | 'invalid_contact') {
+  const label = outcome === 'not_interested' ? '本轮暂无意向' : '联系方式无效'
+  try {
+    await ElMessageBox.confirm(`确认以“${label}”关闭本轮回访？`, '关闭回访任务', { type: 'warning' })
+  } catch {
+    return
+  }
+  try {
+    const response = await closeFollowUpTask(task.taskId, outcome)
+    if (response.code !== 200) {
+      ElMessage.error(response.message || '关闭失败')
+      await load()
+      return
+    }
+    ElMessage.success('回访任务已关闭')
+    await load()
+  } catch {
+    ElMessage.error('关闭失败，请检查网络')
+  }
+}
+
+async function openRebook(task: FollowUpTaskView) {
+  rebookTask.value = task
+  rebookForm.petName = task.petName || ''
+  rebookForm.petType = ''
+  rebookForm.serviceType = task.serviceType || ''
+  rebookForm.date = ''
+  rebookForm.time = ''
+  availableSlots.value = []
+  rebookVisible.value = true
+  try {
+    const storeResponse = await getAdminStore()
+    if (storeResponse.code !== 200 || !storeResponse.data?.id) {
+      rebookVisible.value = false
+      ElMessage.error(storeResponse.message || '门店信息加载失败')
+      return
+    }
+    storeId.value = Number(storeResponse.data.id)
+    const serviceResponse = await getServiceTypeList(storeId.value)
+    if (serviceResponse.code !== 200) {
+      rebookVisible.value = false
+      ElMessage.error(serviceResponse.message || '服务项目加载失败')
+      return
+    }
+    serviceTypes.value = Array.isArray(serviceResponse.data)
+      ? (serviceResponse.data as Array<Record<string, unknown>>)
+      : []
+  } catch {
+    rebookVisible.value = false
+    ElMessage.error('预约基础数据加载失败')
+  }
+}
+
+async function loadSlots() {
+  rebookForm.time = ''
+  availableSlots.value = []
+  if (!storeId.value || !rebookForm.date || !rebookForm.serviceType) return
+  slotsLoading.value = true
+  try {
+    const response = await getAppointmentAvailableSlots(
+      storeId.value,
+      rebookForm.date,
+      rebookForm.serviceType,
+    )
+    if (response.code !== 200) {
+      ElMessage.error(response.message || '可约时段加载失败')
+      return
+    }
+    const data = response.data as { slots?: Array<{ time: string; endTime: string; available: boolean }> } | undefined
+    availableSlots.value = (data?.slots || []).filter((slot) => slot.available)
+    if (availableSlots.value.length === 0) ElMessage.warning('当天暂无可约时段')
+  } catch {
+    ElMessage.error('可约时段加载失败，请检查网络')
+  } finally {
+    slotsLoading.value = false
+  }
+}
+
+async function submitRebook() {
+  const task = rebookTask.value
+  if (!task?.phone || !rebookForm.petName || !rebookForm.petType
+      || !rebookForm.serviceType || !rebookForm.date || !rebookForm.time) {
+    ElMessage.warning('请补齐宠物、服务和可约时段')
+    return
+  }
+  saving.value = true
+  try {
+    const response = await createAppointment({
+      followUpTaskId: task.taskId,
+      customerPhone: task.phone,
+      customerName: task.displayName || '',
+      petName: rebookForm.petName,
+      petType: rebookForm.petType,
+      serviceType: rebookForm.serviceType,
+      appointmentTime: `${rebookForm.date}T${rebookForm.time}:00`,
+    })
+    if (response.code !== 200) {
+      ElMessage.error(response.message || '预约创建失败，任务状态未改变')
+      if (response.bizCode === 'CAPACITY_FULL') await loadSlots()
+      return
+    }
+    ElMessage.success('预约已创建并完成回访归因')
+    rebookVisible.value = false
+    await load()
+  } catch {
+    ElMessage.error('预约创建失败，请检查网络；任务状态未改变')
+  } finally {
+    saving.value = false
+  }
+}
+
+async function copyPhone(phone: string) {
+  try {
+    await navigator.clipboard.writeText(phone)
+    ElMessage.success('手机号已复制')
+  } catch {
+    ElMessage.warning(`请手动复制：${phone}`)
+  }
+}
+
+function goAppointment(id: number) {
+  router.push({ path: '/appointments', query: { id: String(id) } })
+}
+
+function statusLabel(value: FollowUpTaskView['status']) {
+  return { pending: '待领取', in_progress: '处理中', completed: '已完成', canceled: '已取消' }[value]
+}
+
+function statusTag(value: FollowUpTaskView['status']): 'primary' | 'success' | 'warning' | 'info' {
+  if (value === 'in_progress') return 'primary'
+  if (value === 'completed') return 'success'
+  if (value === 'canceled') return 'info'
+  return 'warning'
+}
+
+function outcomeLabel(value: NonNullable<FollowUpTaskView['outcome']>) {
+  return {
+    rebooked: '已再次预约',
+    not_interested: '本轮暂无意向',
+    invalid_contact: '联系方式无效',
+    unsubscribed: '宠主已退订',
+  }[value]
+}
+
+function disablePastDate(date: Date) {
+  const today = new Date()
+  today.setHours(0, 0, 0, 0)
+  return date.getTime() < today.getTime()
 }
 
 onMounted(load)
 </script>
+
+<style scoped>
+.follow-up-page {
+  min-width: 980px;
+}
+.page-head {
+  display: flex;
+  align-items: flex-start;
+  justify-content: space-between;
+  margin-bottom: 20px;
+}
+.page-head p,
+.muted,
+.summary {
+  color: #7a8699;
+  font-size: 12px;
+}
+.eyebrow {
+  color: #2f6fed;
+  font-size: 10px;
+  font-weight: 800;
+  letter-spacing: 0.14em;
+}
+.overdue {
+  color: #d64545;
+  font-weight: 700;
+}
+.pagination {
+  justify-content: flex-end;
+  margin-top: 20px;
+}
+.rebook-form {
+  margin-top: 18px;
+}
+.form-grid {
+  display: grid;
+  grid-template-columns: 1fr 1fr;
+  gap: 14px;
+}
+</style>
diff --git a/src/views/WorkbenchView.vue b/src/views/WorkbenchView.vue
index ecb2e4a..2a91ad4 100644
--- a/src/views/WorkbenchView.vue
+++ b/src/views/WorkbenchView.vue
@@ -102,7 +102,7 @@
           <span class="section-kicker">服务结果</span>
           <h3>今天的报告走到哪一步</h3>
         </div>
-        <span class="funnel-note">发送已接入真实确认；再次预约仍待归因</span>
+        <span class="funnel-note">发送与再次预约均来自真实业务回执</span>
       </div>
       <div class="funnel-grid">
         <div v-for="step in funnelSteps" :key="step.label" class="funnel-step">
@@ -134,7 +134,7 @@ type WorkbenchMetrics = {
 }
 
 type ActionItem = {
-  resourceType: 'appointment' | 'report' | 'lead'
+  resourceType: 'appointment' | 'report' | 'follow_up_task'
   resourceId: number
   petName?: string | null
   serviceType?: string | null
@@ -244,7 +244,7 @@ const groupDefinitions: Record<string, { title: string; description: string; to:
   },
   follow_up_due: {
     title: '回访日期已到',
-    description: '只显示低敏摘要；进入回访池后再按权限查看联系信息。',
+    description: '领取任务、记录联系结果；只有真实创建预约才会计入转化。',
     to: { path: '/leads', query: { due: 'today' } },
   },
 }