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Global MDs & Clinics: 2.6M

Rep Settings

Controls a client user would expect for territory routing, alert thresholds, and suggested opportunity rules.

View territory

Routing Rules

Assign by primary practice ZIP
Routes HCPs to the rep covering the highest-confidence business location.
On
Include hospital affiliation
Adds affiliated health system as a secondary routing signal.
On
Suppress low-confidence matches
Hides HCPs below the selected match confidence threshold.
On
Minimum signals for recommendation
Only show HCPs with at least three relevant engagement signals.
3+

Rep Alert Preferences

Daily opportunity digest
Send a morning list of newly active HCPs by territory.
On
High-intent spike alert
Notify when a territory rises more than 20% week over week.
20%
Topic-specific routing
Assign Trials / Data activity to evidence-focused reps.
On
CRM sync placeholder
Shown for design only. No database or CRM connection is wired.
Mock