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Keep it in Drafts
Put it aside with its files and send it later from Mail. It still counts as the letter the call promised, and the call two days on is planned.
Also inside TERRA-206 FOLLOWUP
The rest of FOLLOWUP.
TERRA-206-01Live
Your letter, opened by the call
The template of the company's segment, with its files and its signature, opened by a line about the conversation. To the address the customer gave or the one on their card.
TERRA-206 FOLLOWUP
TERRA-206-02Live
Held until confirmed
The strip at the top of the dashboard opens the card where it waits. Correct it and send it, say you already wrote, or drop it.
TERRA-206 FOLLOWUP
TERRA-206-03Live
A lead for whoever it names
"Send it to Ravi in purchasing" becomes a lead in Send info letter, with the name, role and address the call learned.
TERRA-206 FOLLOWUP
TERRA-206-04Live
Your own letter counts
Write to that address from Mail or your own mail client, and the held e-mail closes itself.
TERRA-206 FOLLOWUP