wuling-overseas-dealer-expansion-skill/references/field-schema.md

Field Schema

Workbook Priority

Use the workbook passed by --excel first. If missing, resolve the project workbook by the workbook resolver. In a brand-new environment, copy assets/blank_customer_outreach_workbook.xlsx to the project directory and write to the copied workbook. Never write business data into the skill asset template.

Single Customer Master Table

All new customer records must be written directly to 客户信息汇总表. Do not create new customer rows in channel sheets such as Facebook, LinkedIn, Google Maps, 汽车网站精选线索, or 本地汽车网站.

Legacy channel sheets may remain in old workbooks. They are read-only compatibility inputs for scripts/common/build_customer_summary.py; they are not the default write targets.

客户信息汇总表 headers must be exactly:

公司姓名, 国家, 城市, 客户类型, 官网链接, 联系人, 职位, 个人邮箱, 联系人电话, Facebook主页链接, linkined主页链接, google map链接, 公共电话/WhatsApp, 公共邮箱, 客户属性, 线索等级, 需人工确认, 建联状态, 下次跟进, 备注

Field Meaning

• 公司姓名: company/customer name.
• 客户属性: one of the five broad customer attributes.
• 客户类型: one matching subtype under the selected customer attribute.
• 官网链接: real external company website only; do not store Facebook, Instagram, WhatsApp, YouTube, TikTok, LinkedIn, or Google Maps here.
• Facebook主页链接: Facebook Page URL used for follow/DM/status tracking.
• linkined主页链接: LinkedIn company/person URL. Keep the existing misspelling for workbook compatibility.
• google map链接: Google Maps business/detail link. Keep query/cid/place identifiers when available.
• 个人邮箱: named person email when known.
• 公共邮箱: company/public email from public pages, mailto:, directories, or website Contact/About pages. Do not guess.
• 线索等级: A, B, or C.
• 需人工确认: use 否 when no manual review is needed; otherwise write concrete reasons separated by ；.
• 备注: Chinese structured evidence, source, risk, batch-sales potential, and update history.

Customer Taxonomy

客户属性	允许的客户类型
汽车渠道合作伙伴	汽车进口商、全国代理商、全国分销商、区域分销商、多品牌经销商、商用车渠道商、中国品牌经销商、新能源或小型车渠道商
批量采购与运营客户	汽车租赁公司、长期租赁公司、企业车队、物流配送企业、政府或机构采购方
二手车转型候选	连锁二手车企业、实体二手车企业、进口二手车企业、新车与二手车综合企业
平台与行业渠道	汽车交易平台、汽车协会、商会、车商联盟、经销商资源引荐机构
生态支持资源	售后服务网络、备件供应与仓储企业、进口认证与上牌机构、金融保险机构、车辆物流企业

主营业务 is not a summary-table column in the current reference format. When source records have 主营业务, preserve it in 备注 as business evidence.

Lead Grade

• A: clear importer, agent, distributor, multi-brand group, national network, dealer-resource platform, chamber/association/channel resource, or strong batch-sales potential.
• B: clear independent target but smaller or less proven, such as independent single-brand dealer, regional showroom, local dealership, or limited-scale channel.
• C: retained lead with value signal, but subject ownership, new-vehicle business, channel role, or public information remains uncertain.

Manual Review Reasons

Do not write these reasons into 客户属性 or 客户类型; they belong in 需人工确认, 备注, or preview JSON risk_flags:

• 主体归属待确认
• 新车业务待确认
• 平台与行业渠道主体待确认
• 平台与行业渠道作用待确认
• 仅电话/WhatsApp待人工确认
• 详细信息待确认
• 排他协议及新增品牌权限待确认

Manual review is only for leads that already show target value but lack one key confirmation point. Low-value or irrelevant records should be skipped or marked low priority, not disguised as manual review.

Duplicate Handling

Before writing, normalize and match by public email, personal email, phone/WhatsApp, Facebook link, LinkedIn link, Google Maps link, company website, then conservative normalized company name. Duplicate records merge into one summary row; fill empty fields and append multi-value fields with ；.

Facebook Conversation Sheet

Facebook对话记录 remains a separate event log with fixed columns:

记录ID, 客户序号, 客户姓名/公司, Facebook主页链接, Messenger线程ID, 消息时间, 消息方向, 发件人, 原文语言, 对话原文, 中文翻译, 消息类型, 是否有效客户回复, 合作意向, 意向判断依据, 下一步建议, 同步时间, 来源账号/Profile ID, 风险标记

Conversation rows are never merged into customer rows. The latest customer reply summary updates the matched summary-table row. Keep 合作意向 and 意向判断依据 only for backward compatibility; the Skill no longer distinguishes Facebook reply quality, and must not write cooperation intent levels as the main customer status.

Encoding Safety

Follow references/encoding-and-excel-writeback.md for every workbook write. After writing, reopen the workbook and scan for repeated question marks. A write-back is not complete unless question_mark_cells = 0.