Demo · fictional data for showcase purposes · Aimlitics

Hillcrest Center

Group Practice • Lake Jameshaven, FL

Veeva ID: 001hco000301

Tier Tier 2
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Snapshot

Engagement

Hot

Called 4d ago

Sales motion

No sales on record

Primary rep

Tina Valdez

Via Liberty 11

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

5

-17% vs prior period

Reps engaged (last 12 weeks)

2

Last contact

4 days ago

Apr 30, 2026

Calls — weekly

13 most recent weeks for Hillcrest 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 11
LIB11
SAMTina ValdezRule: 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
1Alexander JohnsonSales RepresentativeApr 1, 20264
2Joseph CurrySales RepresentativeApr 30, 20261