Crestline Center
Group Practice • New Erinhaven, TX
Veeva ID: 001hco000699
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Snapshot
Engagement
Called 3d ago
Sales motion
—
No sales on record
Top HCP here
—
No affiliated HCPs scored
Interactions (last 12 weeks)
16
-45% vs prior period
Reps engaged (last 12 weeks)
8
Last contact
3 days ago
May 1, 2026
Calls — weekly
13 most recent weeks for Crestline 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 | Liberty 16 LIB16 | SAM | Rebecca Smith | 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 | Kevin Payne | Sales Representative | Apr 16, 2026 | 6 |
| 2 | Bailey Reeves | Sales Representative | Apr 21, 2026 | 4 |
| 3 | Rebecca Smith | Sales Representative | Mar 16, 2026 | 1 |
| 4 | Marcus Smith | Sales Representative | Mar 11, 2026 | 1 |
| 5 | Alexis Ford | Sales Representative | May 1, 2026 | 1 |
| 6 | Sydney Reeves | Sales Representative | Apr 21, 2026 | 1 |
| 7 | Mary Curtis | Sales Representative | Feb 23, 2026 | 1 |
| 8 | Antonio Young | Sales Representative | Feb 25, 2026 | 1 |