Demo · fictional data for showcase purposes · Aimlitics

Greenwood Allergy Clinic

Clinic • Aaronville, TX

Veeva ID: 001hco000746

Tier Untiered
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Snapshot

Engagement

Hot

Called 4d ago

Sales motion

No sales on record

Primary rep

Vincent Adams

Via Rockies 7

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

29

-17% vs prior period

Reps engaged (last 12 weeks)

9

Last contact

4 days ago

Apr 30, 2026

Calls — weekly

13 most recent weeks for Greenwood Allergy Clinic

Sales attribution

Which territory + rep this account's sales roll up to. Set in Veeva via account-territory assignments. The Primary row is the one dashboard sales aggregates use.

PrimaryTerritoryTeam roleCurrent Sales repAssignment
Primary
Rockies 7
ROC07
SAMVincent AdamsRule: geographic

How primary is picked: when an account is assigned to multiple territories (Veeva supports this), Aimliticspicks one as primary for sales attribution using this priority — territories with an assigned Sales rep first, then team role (SAM > KAD > ALL), then manual-over-rule assignments, then alphabetical by territory name.

To change: edit the account-territory assignment in Veeva (or assign a Sales-typed user to the territory if no rep is shown). Changes flow into Aimlitics on the next pipeline refresh.

Reps who've called

By calls in last 12 weeks

#RepTitleLast callCalls
1Alexis FordSales RepresentativeApr 29, 20267
2Bailey ReevesSales RepresentativeApr 30, 20265
3Mary CurtisSales RepresentativeApr 27, 20264
4Vincent AdamsSales RepresentativeApr 22, 20263
5Sydney ReevesSales RepresentativeApr 29, 20263
6Alexander JohnsonSales RepresentativeApr 29, 20263
7Kevin PayneSales RepresentativeApr 29, 20262
8Rebecca SmithSales RepresentativeApr 15, 20261
9Marcus SmithSales RepresentativeApr 29, 20261