diff --git a/yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/DictTypeConstants.java b/yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/DictTypeConstants.java
index 76a4d872c..13c202550 100644
--- a/yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/DictTypeConstants.java
+++ b/yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/DictTypeConstants.java
@@ -13,5 +13,6 @@ public interface DictTypeConstants {
     String CRM_AUDIT_STATUS = "crm_audit_status"; // CRM 审批状态
     String CRM_PRODUCT_UNIT = "crm_product_unit"; // CRM 产品单位
     String CRM_PRODUCT_STATUS = "crm_product_status"; // CRM 产品状态
+    String CRM_FOLLOW_UP_TYPE = "crm_follow_up_type"; // 跟进方式
 
 }
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/followup/CrmFollowUpRecordController.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/followup/CrmFollowUpRecordController.java
index 93c02542a..c46bfefcb 100644
--- a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/followup/CrmFollowUpRecordController.java
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/followup/CrmFollowUpRecordController.java
@@ -1,31 +1,35 @@
 package cn.iocoder.yudao.module.crm.controller.admin.followup;
 
 import cn.iocoder.yudao.framework.common.pojo.CommonResult;
-import cn.iocoder.yudao.framework.common.pojo.PageParam;
 import cn.iocoder.yudao.framework.common.pojo.PageResult;
+import cn.iocoder.yudao.framework.common.util.collection.MapUtils;
 import cn.iocoder.yudao.framework.common.util.object.BeanUtils;
-import cn.iocoder.yudao.framework.excel.core.util.ExcelUtils;
-import cn.iocoder.yudao.framework.operatelog.core.annotations.OperateLog;
 import cn.iocoder.yudao.module.crm.controller.admin.followup.vo.CrmFollowUpRecordPageReqVO;
 import cn.iocoder.yudao.module.crm.controller.admin.followup.vo.CrmFollowUpRecordRespVO;
 import cn.iocoder.yudao.module.crm.controller.admin.followup.vo.CrmFollowUpRecordSaveReqVO;
+import cn.iocoder.yudao.module.crm.dal.dataobject.business.CrmBusinessDO;
+import cn.iocoder.yudao.module.crm.dal.dataobject.contact.CrmContactDO;
 import cn.iocoder.yudao.module.crm.dal.dataobject.followup.CrmFollowUpRecordDO;
+import cn.iocoder.yudao.module.crm.service.business.CrmBusinessService;
+import cn.iocoder.yudao.module.crm.service.contact.CrmContactService;
 import cn.iocoder.yudao.module.crm.service.followup.CrmFollowUpRecordService;
 import io.swagger.v3.oas.annotations.Operation;
 import io.swagger.v3.oas.annotations.Parameter;
 import io.swagger.v3.oas.annotations.tags.Tag;
 import jakarta.annotation.Resource;
-import jakarta.servlet.http.HttpServletResponse;
 import jakarta.validation.Valid;
 import org.springframework.security.access.prepost.PreAuthorize;
 import org.springframework.validation.annotation.Validated;
 import org.springframework.web.bind.annotation.*;
 
-import java.io.IOException;
+import java.util.ArrayList;
 import java.util.List;
+import java.util.Map;
+import java.util.Set;
 
 import static cn.iocoder.yudao.framework.common.pojo.CommonResult.success;
-import static cn.iocoder.yudao.framework.operatelog.core.enums.OperateTypeEnum.EXPORT;
+import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.convertMap;
+import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.convertSetByFlatMap;
 
 
 @Tag(name = "管理后台 - 跟进记录")
@@ -36,6 +40,10 @@ public class CrmFollowUpRecordController {
 
     @Resource
     private CrmFollowUpRecordService crmFollowUpRecordService;
+    @Resource
+    private CrmContactService contactService;
+    @Resource
+    private CrmBusinessService businessService;
 
     @PostMapping("/create")
     @Operation(summary = "创建跟进记录")
@@ -75,20 +83,32 @@ public class CrmFollowUpRecordController {
     @PreAuthorize("@ss.hasPermission('crm:follow-up-record:query')")
     public CommonResult<PageResult<CrmFollowUpRecordRespVO>> getFollowUpRecordPage(@Valid CrmFollowUpRecordPageReqVO pageReqVO) {
         PageResult<CrmFollowUpRecordDO> pageResult = crmFollowUpRecordService.getFollowUpRecordPage(pageReqVO);
-        return success(BeanUtils.toBean(pageResult, CrmFollowUpRecordRespVO.class));
+        Set<Long> contactIds = convertSetByFlatMap(pageResult.getList(), item -> item.getContactIds().stream());
+        Set<Long> businessIds = convertSetByFlatMap(pageResult.getList(), item -> item.getBusinessIds().stream());
+        Map<Long, CrmContactDO> contactMap = convertMap(contactService.getContactList(contactIds), CrmContactDO::getId);
+        Map<Long, CrmBusinessDO> businessMap = convertMap(businessService.getBusinessList(businessIds), CrmBusinessDO::getId);
+        PageResult<CrmFollowUpRecordRespVO> result = BeanUtils.toBean(pageResult, CrmFollowUpRecordRespVO.class);
+        result.getList().forEach(item -> {
+            setContactNames(item, contactMap);
+            setBusinessNames(item, businessMap);
+        });
+        return success(result);
     }
 
-    @GetMapping("/export-excel")
-    @Operation(summary = "导出跟进记录 Excel")
-    @PreAuthorize("@ss.hasPermission('crm:follow-up-record:export')")
-    @OperateLog(type = EXPORT)
-    public void exportFollowUpRecordExcel(@Valid CrmFollowUpRecordPageReqVO pageReqVO,
-                                          HttpServletResponse response) throws IOException {
-        pageReqVO.setPageSize(PageParam.PAGE_SIZE_NONE);
-        List<CrmFollowUpRecordDO> list = crmFollowUpRecordService.getFollowUpRecordPage(pageReqVO).getList();
-        // 导出 Excel
-        ExcelUtils.write(response, "跟进记录.xls", "数据", CrmFollowUpRecordRespVO.class,
-                BeanUtils.toBean(list, CrmFollowUpRecordRespVO.class));
+    private static void setContactNames(CrmFollowUpRecordRespVO vo, Map<Long, CrmContactDO> contactMap) {
+        List<String> names = new ArrayList<>();
+        vo.getContactIds().forEach(id -> {
+            MapUtils.findAndThen(contactMap, id, contactDO -> names.add(contactDO.getName()));
+        });
+        vo.setContactNames(names);
+    }
+
+    private static void setBusinessNames(CrmFollowUpRecordRespVO vo, Map<Long, CrmBusinessDO> businessMap) {
+        List<String> names = new ArrayList<>();
+        vo.getContactIds().forEach(id -> {
+            MapUtils.findAndThen(businessMap, id, businessDO -> names.add(businessDO.getName()));
+        });
+        vo.setBusinessNames(names);
     }
 
 }
\ No newline at end of file
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/followup/vo/CrmFollowUpRecordPageReqVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/followup/vo/CrmFollowUpRecordPageReqVO.java
index 04d63b85e..78c28a08f 100644
--- a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/followup/vo/CrmFollowUpRecordPageReqVO.java
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/followup/vo/CrmFollowUpRecordPageReqVO.java
@@ -5,11 +5,6 @@ import io.swagger.v3.oas.annotations.media.Schema;
 import lombok.Data;
 import lombok.EqualsAndHashCode;
 import lombok.ToString;
-import org.springframework.format.annotation.DateTimeFormat;
-
-import java.time.LocalDateTime;
-
-import static cn.iocoder.yudao.framework.common.util.date.DateUtils.FORMAT_YEAR_MONTH_DAY_HOUR_MINUTE_SECOND;
 
 @Schema(description = "管理后台 - 跟进记录分页 Request VO")
 @Data
@@ -23,15 +18,4 @@ public class CrmFollowUpRecordPageReqVO extends PageParam {
     @Schema(description = "数据编号", example = "5564")
     private Long bizId;
 
-    @Schema(description = "跟进类型", example = "2")
-    private Integer type;
-
-    @Schema(description = "下次联系时间")
-    @DateTimeFormat(pattern = FORMAT_YEAR_MONTH_DAY_HOUR_MINUTE_SECOND)
-    private LocalDateTime[] nextTime;
-
-    @Schema(description = "创建时间")
-    @DateTimeFormat(pattern = FORMAT_YEAR_MONTH_DAY_HOUR_MINUTE_SECOND)
-    private LocalDateTime[] createTime;
-
 }
\ No newline at end of file
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/followup/vo/CrmFollowUpRecordRespVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/followup/vo/CrmFollowUpRecordRespVO.java
index c8f0a0453..8d4b145b6 100644
--- a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/followup/vo/CrmFollowUpRecordRespVO.java
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/followup/vo/CrmFollowUpRecordRespVO.java
@@ -1,13 +1,14 @@
 package cn.iocoder.yudao.module.crm.controller.admin.followup.vo;
 
 import cn.iocoder.yudao.framework.excel.core.annotations.DictFormat;
-import cn.iocoder.yudao.framework.excel.core.convert.DictConvert;
 import com.alibaba.excel.annotation.ExcelIgnoreUnannotated;
-import com.alibaba.excel.annotation.ExcelProperty;
 import io.swagger.v3.oas.annotations.media.Schema;
 import lombok.Data;
 
 import java.time.LocalDateTime;
+import java.util.List;
+
+import static cn.iocoder.yudao.module.crm.enums.DictTypeConstants.CRM_FOLLOW_UP_TYPE;
 
 @Schema(description = "管理后台 - 跟进记录 Response VO")
 @Data
@@ -15,40 +16,35 @@ import java.time.LocalDateTime;
 public class CrmFollowUpRecordRespVO {
 
     @Schema(description = "编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "28800")
-    @ExcelProperty("编号")
     private Long id;
 
     @Schema(description = "数据类型", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
-    @ExcelProperty("数据类型")
     private Integer bizType;
 
     @Schema(description = "数据编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "5564")
-    @ExcelProperty("数据编号")
     private Long bizId;
 
     @Schema(description = "跟进类型", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
-    @ExcelProperty(value = "跟进类型", converter = DictConvert.class)
-    @DictFormat("crm_follow_up_type") // TODO 代码优化：建议设置到对应的 DictTypeConstants 枚举类中
+    @DictFormat(CRM_FOLLOW_UP_TYPE)
     private Integer type;
 
     @Schema(description = "跟进内容", requiredMode = Schema.RequiredMode.REQUIRED)
-    @ExcelProperty("跟进内容")
     private String content;
 
     @Schema(description = "下次联系时间", requiredMode = Schema.RequiredMode.REQUIRED)
-    @ExcelProperty("下次联系时间")
     private LocalDateTime nextTime;
 
     @Schema(description = "关联的商机编号数组")
-    @ExcelProperty("关联的商机编号数组")
-    private String businessIds;
+    private List<Long> businessIds;
+    @Schema(description = "关联的商机名称数组")
+    private List<String> businessNames;
 
     @Schema(description = "关联的联系人编号数组")
-    @ExcelProperty("关联的联系人编号数组")
-    private String contactIds;
+    private List<Long> contactIds;
+    @Schema(description = "关联的联系人名称数组")
+    private List<String> contactNames;
 
     @Schema(description = "创建时间", requiredMode = Schema.RequiredMode.REQUIRED)
-    @ExcelProperty("创建时间")
     private LocalDateTime createTime;
 
 }
\ No newline at end of file
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/followup/vo/CrmFollowUpRecordSaveReqVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/followup/vo/CrmFollowUpRecordSaveReqVO.java
index b78844278..b6d0e13c7 100644
--- a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/followup/vo/CrmFollowUpRecordSaveReqVO.java
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/followup/vo/CrmFollowUpRecordSaveReqVO.java
@@ -6,6 +6,7 @@ import jakarta.validation.constraints.NotNull;
 import lombok.Data;
 
 import java.time.LocalDateTime;
+import java.util.List;
 
 @Schema(description = "管理后台 - 跟进记录新增/修改 Request VO")
 @Data
@@ -35,9 +36,9 @@ public class CrmFollowUpRecordSaveReqVO {
     private LocalDateTime nextTime;
 
     @Schema(description = "关联的商机编号数组")
-    private String businessIds;
+    private List<Long> businessIds;
 
     @Schema(description = "关联的联系人编号数组")
-    private String contactIds;
+    private List<Long> contactIds;
 
 }
\ No newline at end of file
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/dataobject/followup/CrmFollowUpRecordDO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/dataobject/followup/CrmFollowUpRecordDO.java
index 600983205..25378e137 100644
--- a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/dataobject/followup/CrmFollowUpRecordDO.java
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/dataobject/followup/CrmFollowUpRecordDO.java
@@ -4,6 +4,7 @@ import cn.iocoder.yudao.framework.mybatis.core.dataobject.BaseDO;
 import cn.iocoder.yudao.framework.mybatis.core.type.LongListTypeHandler;
 import cn.iocoder.yudao.module.crm.dal.dataobject.business.CrmBusinessDO;
 import cn.iocoder.yudao.module.crm.dal.dataobject.contact.CrmContactDO;
+import cn.iocoder.yudao.module.crm.enums.DictTypeConstants;
 import cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum;
 import com.baomidou.mybatisplus.annotation.KeySequence;
 import com.baomidou.mybatisplus.annotation.TableField;
@@ -53,9 +54,8 @@ public class CrmFollowUpRecordDO extends BaseDO {
     private Long bizId;
 
     /**
-     * 跟进类型
+     * 跟进类型,关联字典{@link DictTypeConstants#CRM_FOLLOW_UP_TYPE}
      *
-     * TODO @puhui999：可以搞个数据字典，打电话、发短信、上门拜访、微信、邮箱、QQ
      */
     private Integer type;
     /**
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/followup/CrmFollowUpRecordMapper.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/followup/CrmFollowUpRecordMapper.java
index b45e5332c..a9b1dc315 100644
--- a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/followup/CrmFollowUpRecordMapper.java
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/followup/CrmFollowUpRecordMapper.java
@@ -19,9 +19,6 @@ public interface CrmFollowUpRecordMapper extends BaseMapperX<CrmFollowUpRecordDO
         return selectPage(reqVO, new LambdaQueryWrapperX<CrmFollowUpRecordDO>()
                 .eqIfPresent(CrmFollowUpRecordDO::getBizType, reqVO.getBizType())
                 .eqIfPresent(CrmFollowUpRecordDO::getBizId, reqVO.getBizId())
-                .eqIfPresent(CrmFollowUpRecordDO::getType, reqVO.getType())
-                .betweenIfPresent(CrmFollowUpRecordDO::getNextTime, reqVO.getNextTime())
-                .betweenIfPresent(CrmFollowUpRecordDO::getCreateTime, reqVO.getCreateTime())
                 .orderByDesc(CrmFollowUpRecordDO::getId));
     }
 
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/business/CrmBusinessService.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/business/CrmBusinessService.java
index c2b132648..e67442502 100644
--- a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/business/CrmBusinessService.java
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/business/CrmBusinessService.java
@@ -59,6 +59,14 @@ public interface CrmBusinessService {
      */
     List<CrmBusinessDO> getBusinessList(Collection<Long> ids, Long userId);
 
+    /**
+     * 获得商机列表
+     *
+     * @param ids 编号
+     * @return 商机列表
+     */
+    List<CrmBusinessDO> getBusinessList(Collection<Long> ids);
+
     /**
      * 获得商机分页
      *
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/business/CrmBusinessServiceImpl.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/business/CrmBusinessServiceImpl.java
index 03a14ceb6..6db11943a 100644
--- a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/business/CrmBusinessServiceImpl.java
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/business/CrmBusinessServiceImpl.java
@@ -155,6 +155,11 @@ public class CrmBusinessServiceImpl implements CrmBusinessService {
         return businessMapper.selectBatchIds(ids, userId);
     }
 
+    @Override
+    public List<CrmBusinessDO> getBusinessList(Collection<Long> ids) {
+        return businessMapper.selectBatchIds(ids);
+    }
+
     @Override
     public PageResult<CrmBusinessDO> getBusinessPage(CrmBusinessPageReqVO pageReqVO, Long userId) {
         return businessMapper.selectPage(pageReqVO, userId);
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/contact/CrmContactService.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/contact/CrmContactService.java
index 5235dae4f..36e0b1898 100644
--- a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/contact/CrmContactService.java
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/contact/CrmContactService.java
@@ -74,6 +74,14 @@ public interface CrmContactService {
      */
     List<CrmContactDO> getContactList(Collection<Long> ids, Long userId);
 
+    /**
+     * 获得联系人列表
+     *
+     * @param ids 编号
+     * @return 联系人列表
+     */
+    List<CrmContactDO> getContactList(Collection<Long> ids);
+
     /**
      * 获得联系人列表
      *
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/contact/CrmContactServiceImpl.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/contact/CrmContactServiceImpl.java
index 5bab0aa28..e99fd88ab 100644
--- a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/contact/CrmContactServiceImpl.java
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/contact/CrmContactServiceImpl.java
@@ -207,6 +207,11 @@ public class CrmContactServiceImpl implements CrmContactService {
         return contactMapper.selectBatchIds(ids, userId);
     }
 
+    @Override
+    public List<CrmContactDO> getContactList(Collection<Long> ids) {
+        return contactMapper.selectBatchIds(ids);
+    }
+
     @Override
     public List<CrmContactDO> getContactList() {
         return contactMapper.selectList();