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Sales Play Timeline — Salem Health Account Lifecycle
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Saved
＋ Event
＋ Row
＋ Section
Stages
Qualification
Presentation
Deferred to SY26
Proof of Concept
Initial Adoption
Does not Apply
Rejected
Sections
TIMELINE
＋ Add Section
＋ Add Row
＋ Add Signal Event
＋ Add Date Column
Add New Section
Section Name
Row Type
Standard Rows (stage badges or free text)
Signal Events (card view)
Standard rows show badges or text per date cell. Signal rows show event cards.
Accent Color
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Add Section
Add Row
Row Label
Add to Section
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Add Row
Add Signal Event
Event Date
Creates a new column if this date doesn't exist yet.
Section
Source
Gainsight Log
ATS Log
LinkedIn Post
Other / Custom
Title
Body / Notes
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Add Event
Add Cell Value
Date Column
Stage
Qualification
Presentation
Customer – Deferred to Sy26
Proof of Concept
Initial Adoption
Play does not Apply
Rejected – Customer Rejection
Cell Text
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Save
Add Date Column
Date
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Add Column
Edit Section
Section Name
Accent Color
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Save
Edit Row
Row Label
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Save
Edit Cell
Stage
Qualification
Presentation
Customer – Deferred to Sy26
Proof of Concept
Initial Adoption
Play does not Apply
Rejected – Customer Rejection
Cell Text
Remove
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Save
Edit Event
Event Date
Source
Gainsight Log
ATS Log
LinkedIn Post
Other / Custom
Title
Body / Notes
Delete
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Save