Crestline Allergy Clinic
Clinic • Lake Williamside, NY
Veeva ID: 001hco000004
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Snapshot
Engagement
Called 11d ago
Sales motion
5-77%
Net units this period · 22 prior
Top HCP here
—
No affiliated HCPs scored
Interactions (last 12 weeks)
12
-37% vs prior period
Reps engaged (last 12 weeks)
4
Last contact
11 days ago
Apr 23, 2026
Net units (last 12 weeks)
5
$10K net dollars · -77% vs prior period
Calls — weekly
13 most recent weeks for Crestline Allergy Clinic
Net units — weekly
Signed units (sales − returns), 13 most recent weeks for Crestline Allergy Clinic · last sale May 11, 2026
Top products
By units in last 12 weeks for Crestline Allergy Clinic
| # | Product | NDC | Brand | Units | Net dollars |
|---|---|---|---|---|---|
| 1 | Lyseva 100mg Vial | 63459-1001-01 | Lyseva | 3 | $5K |
| 2 | Lyseva PFS 100mg | 63459-1002-01 | Lyseva | 2 | $4K |
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.
| Primary | Territory | Team role | Current Sales rep | Assignment |
|---|---|---|---|---|
| Primary | Liberty 22 LIB22 | SAM | Morgan Williams | Rule: 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
| # | Rep | Title | Last call | Calls |
|---|---|---|---|---|
| 1 | Morgan Williams | Sales Representative | Apr 23, 2026 | 6 |
| 2 | Tina Valdez | Sales Representative | Mar 25, 2026 | 3 |
| 3 | Corey Espinoza | Sales Representative | Apr 14, 2026 | 2 |
| 4 | Christy Burke | Sales Representative | Apr 9, 2026 | 1 |