Admin User Flow Configuring the MEDDPIC Template
Written by Sukhmanjeet Kaur
Updated at July 29th, 2025
Table of Contents
The admin user has full control over configuring templates for the MEDDPIC framework, ensuring they align with the organization's sales process and goals. They can customize sections, define questions, and set response types to match the specific requirements of the sales methodology.
To do so, they can follow these steps:
- Navigate to the Admin module.
- In the Customize Analysis settings, Click on Sales Methodology.
- You will be redirected to the MEDDPIC Template screen. You can select the Scorecard Template that you want to configure from the drop-down menu. You can also create a new template for your desired sales method by Clicking on Create New Sales Method.
- Once you have selected the template that you want to update you do the following:
- Configure the Sales Method Name.
- Click on +Add Category to add a new category to the template
- For each category, you can edit the name of the category, and add and edit questions and responses. You can also edit the response type for the responses from numerous available response types which are text, picklist, phone, email, contact, multi-picklist, and yes/no.
Note:
If you select the Contact type response it will auto-update the same in the Org Chart. Contact type response provides the CRM contact for user selection.
- You can also configure the color scheme for score categories by adjusting the button on the score category color representation line. Once you are satisfied with the changes, Click Save.
