Vista Center
Group Practice • Taylormouth, PA
Veeva ID: 001hco000238
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Snapshot
Engagement
Called 6w ago
Sales motion
—
No sales on record
Top HCP here
—
No affiliated HCPs scored
Interactions (last 12 weeks)
9
-47% vs prior period
Reps engaged (last 12 weeks)
3
Last contact
44 days ago
Jul 23, 2026
Calls — weekly
13 most recent weeks for Vista Center
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 | Vista 7 VIS07 | KAD | Jesse Jordan | 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 | Mike Reid | Sales Representative | Jul 15, 2026 | 5 |
| 2 | John Russell | Sales Representative | Jul 23, 2026 | 3 |
| 3 | Lisa Dixon | Sales Representative | Jun 30, 2026 | 1 |