Crestline Center
Group Practice • Brianburgh, CA
Veeva ID: 001hco000620
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Snapshot
Engagement
Called 3w ago
Sales motion
0
Net units this period · 0 prior
Top HCP here
—
No affiliated HCPs scored
Interactions (last 12 weeks)
4
-56% vs prior period
Reps engaged (last 12 weeks)
2
Last contact
18 days ago
Apr 16, 2026
Net units (last 12 weeks)
0
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 Apr 15, 2024
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 | Lakeshore 17 LAK17 | SAM | Janet Young | Rule: geographic |
| Secondary | Atlantic 28 ATL28 | SAM | Marcus Mccall | 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 | Maya Chen | Sales Representative | Apr 16, 2026 | 3 |
| 2 | Jesse Jordan | Sales Representative | Feb 24, 2026 | 1 |