Demo · fictional data for showcase purposes · Aimlitics

Bayview Center

Group Practice • Tinafort, TX

Veeva ID: 001hco000337

Tier Untiered
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Snapshot

Engagement

Hot

Called 3d ago

Sales motion

No sales on record

Primary rep

Vincent Adams

Via Rockies 7

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

18

-14% vs prior period

Reps engaged (last 12 weeks)

7

Last contact

3 days ago

May 1, 2026

Calls — weekly

13 most recent weeks for Bayview 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
Rockies 7
ROC07
SAMVincent AdamsRule: 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
1Alexis FordSales RepresentativeMay 1, 20266
2Bailey ReevesSales RepresentativeApr 27, 20266
3Alexander JohnsonSales RepresentativeMar 24, 20262
4Marcus SmithSales RepresentativeApr 27, 20261
5Sydney ReevesSales RepresentativeFeb 26, 20261
6Antonio YoungSales RepresentativeMar 23, 20261
7Vincent AdamsSales RepresentativeFeb 24, 20261