diff --git a/apps/web-antd/src/views/crm/followup/data.ts b/apps/web-antd/src/views/crm/followup/data.ts
index 6c7f8b14..b64a59ec 100644
--- a/apps/web-antd/src/views/crm/followup/data.ts
+++ b/apps/web-antd/src/views/crm/followup/data.ts
@@ -1,7 +1,162 @@
+import type { Ref } from 'vue';
+
+import type { VbenFormSchema } from '#/adapter/form';
+import type { VxeTableGridOptions } from '#/adapter/vxe-table';
 import type { DescriptionItemSchema } from '#/components/description';
 
+import { DICT_TYPE } from '@vben/constants';
+import { getDictOptions } from '@vben/hooks';
 import { formatDateTime } from '@vben/utils';
 
+import { getBusinessPageByCustomer } from '#/api/crm/business';
+import { getContactPageByCustomer } from '#/api/crm/contact';
+import { BizTypeEnum } from '#/api/crm/permission';
+
+/** 新增/修改的表单 */
+export function useFormSchema(
+  bizId: Ref<number | undefined>,
+): VbenFormSchema[] {
+  return [
+    {
+      component: 'Input',
+      fieldName: 'bizId',
+      dependencies: {
+        triggerFields: [''],
+        show: () => false,
+      },
+    },
+    {
+      component: 'Input',
+      fieldName: 'bizType',
+      dependencies: {
+        triggerFields: [''],
+        show: () => false,
+      },
+    },
+    {
+      fieldName: 'type',
+      label: '跟进类型',
+      component: 'Select',
+      componentProps: {
+        options: getDictOptions(DICT_TYPE.CRM_FOLLOW_UP_TYPE, 'number'),
+      },
+      rules: 'required',
+    },
+    {
+      fieldName: 'nextTime',
+      label: '下次联系时间',
+      component: 'DatePicker',
+      componentProps: {
+        showTime: true,
+        format: 'YYYY-MM-DD HH:mm:ss',
+        valueFormat: 'x',
+      },
+      rules: 'required',
+    },
+    {
+      fieldName: 'content',
+      label: '跟进内容',
+      component: 'Textarea',
+      rules: 'required',
+    },
+    {
+      fieldName: 'picUrls',
+      label: '图片',
+      component: 'ImageUpload',
+    },
+    {
+      fieldName: 'fileUrls',
+      label: '附件',
+      component: 'FileUpload',
+    },
+    {
+      fieldName: 'contactIds',
+      label: '关联联系人',
+      component: 'ApiSelect',
+      componentProps: {
+        api: async () => {
+          if (!bizId.value) {
+            return [];
+          }
+          const res = await getContactPageByCustomer({
+            pageNo: 1,
+            pageSize: 100,
+            customerId: bizId.value,
+          });
+          return res.list;
+        },
+        mode: 'multiple',
+        fieldNames: { label: 'name', value: 'id' },
+      },
+    },
+    {
+      fieldName: 'businessIds',
+      label: '关联商机',
+      component: 'ApiSelect',
+      componentProps: {
+        api: async () => {
+          if (!bizId.value) {
+            return [];
+          }
+          const res = await getBusinessPageByCustomer({
+            pageNo: 1,
+            pageSize: 100,
+            customerId: bizId.value,
+          });
+          return res.list;
+        },
+        mode: 'multiple',
+        fieldNames: { label: 'name', value: 'id' },
+      },
+    },
+  ];
+}
+
+/** 列表的字段 */
+export function useGridColumns(
+  bizType: number,
+): VxeTableGridOptions['columns'] {
+  return [
+    {
+      field: 'createTime',
+      title: '创建时间',
+      formatter: 'formatDateTime',
+    },
+    { field: 'creatorName', title: '跟进人' },
+    {
+      field: 'type',
+      title: '跟进类型',
+      cellRender: {
+        name: 'CellDict',
+        props: { type: DICT_TYPE.CRM_FOLLOW_UP_TYPE },
+      },
+    },
+    { field: 'content', title: '跟进内容' },
+    {
+      field: 'nextTime',
+      title: '下次联系时间',
+      formatter: 'formatDateTime',
+    },
+    {
+      field: 'contacts',
+      title: '关联联系人',
+      visible: bizType === BizTypeEnum.CRM_CUSTOMER,
+      slots: { default: 'contacts' },
+    },
+    {
+      field: 'businesses',
+      title: '关联商机',
+      visible: bizType === BizTypeEnum.CRM_CUSTOMER,
+      slots: { default: 'businesses' },
+    },
+    {
+      field: 'actions',
+      title: '操作',
+      slots: { default: 'actions' },
+    },
+  ];
+}
+
 /** 详情页的系统字段 */
 export function useFollowUpDetailSchema(): DescriptionItemSchema[] {
   return [
@@ -33,4 +188,4 @@ export function useFollowUpDetailSchema(): DescriptionItemSchema[] {
       content: (data) => formatDateTime(data?.updateTime) as string,
     },
   ];
-}
+}
\ No newline at end of file
diff --git a/apps/web-antd/src/views/crm/followup/index.vue b/apps/web-antd/src/views/crm/followup/index.vue
index a24ec7a4..1467db44 100644
--- a/apps/web-antd/src/views/crm/followup/index.vue
+++ b/apps/web-antd/src/views/crm/followup/index.vue
@@ -6,7 +6,6 @@ import { watch } from 'vue';
 import { useRouter } from 'vue-router';
 
 import { useVbenModal } from '@vben/common-ui';
-import { DICT_TYPE } from '@vben/constants';
 
 import { Button, message } from 'ant-design-vue';
 
@@ -15,9 +14,9 @@ import {
   deleteFollowUpRecord,
   getFollowUpRecordPage,
 } from '#/api/crm/followup';
-import { BizTypeEnum } from '#/api/crm/permission';
 import { $t } from '#/locales';
 
+import { useGridColumns } from './data';
 import FollowUpRecordForm from './modules/form.vue';
 
 /** 跟进记录列表 */
@@ -50,7 +49,7 @@ async function handleDelete(row: CrmFollowUpApi.FollowUpRecord) {
     await deleteFollowUpRecord(row.id);
     message.success($t('ui.actionMessage.deleteSuccess', [row.id]));
     handleRefresh();
-  } catch {
+  } finally {
     hideLoading();
   }
 }
@@ -72,45 +71,7 @@ const [FormModal, formModalApi] = useVbenModal({
 
 const [Grid, gridApi] = useVbenVxeGrid({
   gridOptions: {
-    columns: [
-      {
-        field: 'createTime',
-        title: '创建时间',
-        formatter: 'formatDateTime',
-      },
-      { field: 'creatorName', title: '跟进人' },
-      {
-        field: 'type',
-        title: '跟进类型',
-        cellRender: {
-          name: 'CellDict',
-          props: { type: DICT_TYPE.CRM_FOLLOW_UP_TYPE },
-        },
-      },
-      { field: 'content', title: '跟进内容' },
-      {
-        field: 'nextTime',
-        title: '下次联系时间',
-        formatter: 'formatDateTime',
-      },
-      {
-        field: 'contacts',
-        title: '关联联系人',
-        visible: props.bizType === BizTypeEnum.CRM_CUSTOMER,
-        slots: { default: 'contacts' },
-      },
-      {
-        field: 'businesses',
-        title: '关联商机',
-        visible: props.bizType === BizTypeEnum.CRM_CUSTOMER,
-        slots: { default: 'businesses' },
-      },
-      {
-        field: 'actions',
-        title: '操作',
-        slots: { default: 'actions' },
-      },
-    ],
+    columns: useGridColumns(props.bizType),
     height: 600,
     keepSource: true,
     proxyConfig: {
@@ -135,6 +96,7 @@ const [Grid, gridApi] = useVbenVxeGrid({
   } as VxeTableGridOptions<CrmFollowUpApi.FollowUpRecord>,
 });
 
+/** 监听业务 ID 变化 */
 watch(
   () => props.bizId,
   () => {
@@ -160,13 +122,25 @@ watch(
         />
       </template>
       <template #contacts="{ row }">
-        <Button type="link" @click="openContactDetail(row.id)">
-          {{ row.contacts }}
+        <Button
+          v-for="contact in row.contacts || []"
+          :key="`contact-${contact.id}`"
+          type="link"
+          class="ml-2"
+          @click="openContactDetail(contact.id)"
+        >
+          {{ contact.name }}
         </Button>
       </template>
       <template #businesses="{ row }">
-        <Button type="link" @click="openBusinessDetail(row.id)">
-          {{ row.businesses }}
+        <Button
+          v-for="business in row.businesses || []"
+          :key="`business-${business.id}`"
+          type="link"
+          class="ml-2"
+          @click="openBusinessDetail(business.id)"
+        >
+          {{ business.name }}
         </Button>
       </template>
       <template #actions="{ row }">
diff --git a/apps/web-antd/src/views/crm/followup/modules/form.vue b/apps/web-antd/src/views/crm/followup/modules/form.vue
index 17693240..b373555b 100644
--- a/apps/web-antd/src/views/crm/followup/modules/form.vue
+++ b/apps/web-antd/src/views/crm/followup/modules/form.vue
@@ -4,17 +4,15 @@ import type { CrmFollowUpApi } from '#/api/crm/followup';
 import { ref } from 'vue';
 
 import { useVbenModal } from '@vben/common-ui';
-import { DICT_TYPE } from '@vben/constants';
-import { getDictOptions } from '@vben/hooks';
 
 import { message } from 'ant-design-vue';
 
 import { useVbenForm } from '#/adapter/form';
-import { getBusinessPageByCustomer } from '#/api/crm/business';
-import { getContactPageByCustomer } from '#/api/crm/contact';
 import { createFollowUpRecord } from '#/api/crm/followup';
 import { $t } from '#/locales';
 
+import { useFormSchema } from '../data';
+
 const emit = defineEmits(['success']);
 
 const bizId = ref<number>();
@@ -29,94 +27,7 @@ const [Form, formApi] = useVbenForm({
     labelWidth: 120,
   },
   layout: 'horizontal',
-  schema: [
-    {
-      component: 'Input',
-      fieldName: 'bizId',
-      dependencies: {
-        triggerFields: [''],
-        show: () => false,
-      },
-    },
-    {
-      component: 'Input',
-      fieldName: 'bizType',
-      dependencies: {
-        triggerFields: [''],
-        show: () => false,
-      },
-    },
-    {
-      fieldName: 'type',
-      label: '跟进类型',
-      component: 'Select',
-      componentProps: {
-        options: getDictOptions(DICT_TYPE.CRM_FOLLOW_UP_TYPE, 'number'),
-      },
-      rules: 'required',
-    },
-    {
-      fieldName: 'nextTime',
-      label: '下次联系时间',
-      component: 'DatePicker',
-      componentProps: {
-        showTime: true,
-        format: 'YYYY-MM-DD HH:mm:ss',
-        valueFormat: 'x',
-      },
-      rules: 'required',
-    },
-    {
-      fieldName: 'content',
-      label: '跟进内容',
-      component: 'Textarea',
-      rules: 'required',
-    },
-    {
-      fieldName: 'picUrls',
-      label: '图片',
-      component: 'ImageUpload',
-    },
-    {
-      fieldName: 'fileUrls',
-      label: '附件',
-      component: 'FileUpload',
-    },
-    {
-      fieldName: 'contactIds',
-      label: '关联联系人',
-      component: 'ApiSelect',
-      componentProps: {
-        api: async () => {
-          const res = await getContactPageByCustomer({
-            pageNo: 1,
-            pageSize: 100,
-            customerId: bizId.value,
-          });
-          return res.list;
-        },
-        mode: 'multiple',
-        fieldNames: { label: 'name', value: 'id' },
-      },
-    },
-    {
-      fieldName: 'businessIds',
-      label: '关联商机',
-      component: 'ApiSelect',
-      componentProps: {
-        api: async () => {
-          const res = await getBusinessPageByCustomer({
-            pageNo: 1,
-            pageSize: 100,
-            customerId: bizId.value,
-          });
-          return res.list;
-        },
-        mode: 'multiple',
-        fieldNames: { label: 'name', value: 'id' },
-      },
-    },
-  ],
+  schema: useFormSchema(bizId),
   showDefaultActions: false,
 });
 
@@ -154,6 +65,7 @@ const [Modal, modalApi] = useVbenModal({
     }
     modalApi.lock();
     try {
+      // 设置到 values
       await formApi.setValues(data);
     } finally {
       modalApi.unlock();