What happened to a draft
crm_draft_outcomeRecord that a person sent a draft, or that they rejected it. Sending happens in their mailbox; this records it. SENT: the person sent it themselves and is telling you so. sent_at is when it actually went, which is not when this got typed (CRM-5). The draft's exact text is copied onto the activity trail as the record of what reached a real person, and the draft becomes immutable from that moment (CRM-15). An account still sitting at not_started or researching moves to approaching, because it has now been approached — that is a fact, not a forecast.
DISCARDED: a person read it and said no. rejected_because is for whoever writes the next one, so "too long, and it opened on us rather than on them" is worth typing and "no" is not.
Never record a send you were told about by nobody. If you did not hear it from your human, ask; a send that did not happen is the one fact in this system that can embarrass a person in front of a stranger. Effects: draft closed as sent or discarded; a sent draft is copied onto the activity trail; account moved to approaching on first send.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| outcome | Yes | What the person did with it. | |
| sent_at | No | When it actually went. Required when sent. ISO date, YYYY-MM-DD. | |
| draft_id | Yes | The draft, e.g. D-0001. | |
| rejected_because | No | For discarded: why, so whoever writes the next one has something to go on. |