Crestline Center
Group Practice • Reedborough, CA
Veeva ID: 001hco000149
FiltersTap to open
Snapshot
Engagement
Called 7d ago
Sales motion
22-24%
Net units this period · 29 prior
Top HCP here
—
No affiliated HCPs scored
Interactions (last 12 weeks)
7
-50% vs prior period
Reps engaged (last 12 weeks)
2
Last contact
7 days ago
Apr 27, 2026
Net units (last 12 weeks)
22
$39K net dollars · -22% vs prior period
Calls — weekly
13 most recent weeks for Crestline Center
Net units — weekly
Signed units (sales − returns), 13 most recent weeks for Crestline Center · last sale May 31, 2026
Top products
By units in last 12 weeks for Crestline Center
| # | Product | NDC | Brand | Units | Net dollars |
|---|---|---|---|---|---|
| 1 | Lyseva PFS 100mg | 63459-1002-01 | Lyseva | 15 | $27K |
| 2 | Lyseva 100mg Vial | 63459-1001-01 | Lyseva | 7 | $13K |
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 | Summit 14 SUM14 | SAM | Jeremiah Jones | Rule: geographic |
| Secondary | Atlantic 11 ATL11 | SAM | Larry Adams | Rule: team-role |
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 | Larry Adams | Sales Representative | Apr 27, 2026 | 4 |
| 2 | Jeremiah Jones | Sales Representative | Mar 26, 2026 | 3 |