Demo · fictional data for showcase purposes · Aimlitics

Crestline Center

Group Practice • New Erinhaven, TX

Veeva ID: 001hco000699

Tier Untiered
FiltersTap to open

Snapshot

Engagement

Active

Called 6w ago

Sales motion

No sales on record

Primary rep

Rebecca Smith

Via Liberty 16

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

7

-65% vs prior period

Reps engaged (last 12 weeks)

4

Last contact

44 days ago

Jul 23, 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.

PrimaryTerritoryTeam roleCurrent Sales repAssignment
Primary
Liberty 16
LIB16
SAMRebecca SmithRule: 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

#RepTitleLast callCalls
1Kevin PayneSales RepresentativeJul 8, 20263
2Bailey ReevesSales RepresentativeJul 13, 20262
3Sydney ReevesSales RepresentativeJul 10, 20261
4Alexis FordSales RepresentativeJul 23, 20261