Crestline Allergy Clinic
Clinic • Lake Williamside, NY
Veeva ID: 001hco000004
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Snapshot
Engagement
Called 8w ago
Sales motion
26-45%
Net units this period · 47 prior
Top HCP here
—
No affiliated HCPs scored
Interactions (last 12 weeks)
4
-71% vs prior period
Reps engaged (last 12 weeks)
3
Last contact
53 days ago
Jul 14, 2026
Net units (last 12 weeks)
26
$47K net dollars · -46% 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 Jul 25, 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 | 26 | $47K |
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 | Jul 14, 2026 | 2 |
| 2 | Corey Espinoza | Sales Representative | Jul 3, 2026 | 1 |
| 3 | Christy Burke | Sales Representative | Jun 30, 2026 | 1 |