Rep Settings

Front-end controls for territory routing, alert thresholds, and suggested opportunity rules.

View territory

Opportunity Routing

Default territory view
Controls which markets appear first in Territory Momentum.
All active
Suggested opportunity threshold
Only surface HCPs above this recent signal count.
8+ signals
Prioritize high-intent topics
Boost Diagnosis / Testing and Trials / Data when ranking HCPs.
On
Lookback window
Time period used for scorecard and HCP ranking.
30 days

Notification Rules

New highly engaged HCP
Notify when an HCP crosses the highly engaged threshold.
On
Territory momentum change
Notify when a market becomes one of the top five by signal volume.
On
Topic mix shift
Notify when the leading topic changes in the selected audience.
Weekly
These controls are ready for a future saved-settings connection.