How To Use Winner Design With Anthill

Posted by Jacob Goodwin in Support - Last updated

Welcome to the Anthill Guide on how to use Winner Design and Anthill!

After you have connected Anthill with Winner Design, you will be able to create quotes and designs directly from your Anthill system.

These are then attached to the relevant lead in your Anthill account.

This facilitates a more streamlined approach to keeping all required customer records in one, easily accessible location.

Prerequisites

  • You have Winner Design installed on each machine that you want to use with Anthill.
  • Ensure each of your Winner Licences has the ‘ERP integration’ module enabled – contact Winner support to arrange directly. Once activated, download and install the latest updates to complete setup.

Step 1 – Install The Winner Anthill Agent

To enable your Anthill and Winner to talk to each other, you need to install the Winner Anthill agent on your machine.

Once you have the extracted the contents of the zip file onto your machine in the same folder (e.g Desktop), click SETUP_RUN_ME file to start the installation.

In some instances, a protective Windows pop up will appear. If this is the case, select “More info” then “Run Anyway”.

From here, the Anthill Winner Agent Setup Wizard will open.

Navigate through the screens, selecting “Next” on each occasion, to continue and complete installation.

Once installed, close the window.

If you want to confirm installation, you can check via the “Apps & features” area of your Windows settings.

Step 2 – Start A Design From Within Anthill

Login to your Anthill account and create a quote directly from a customer lead page.

To do so, navigate to a lead, click the action drop down and select “Create quote”.

The first time you connect to Winner from Anthill, you will need to authenticate your accounts.

Please refer to your Quick Start guide, speak with your internal IT team or contact your Anthill CSM for these credentials.

Once verified, you will be taken to your Winner Design system start creating your design and quote.

After creating your design, hit save upon exit and the data will be transferred across to the relevant Anthill lead automatically.

Navigate back to your browser that has Anthill open and Refresh the page. You will see a quote has appeared and the lead value, margin and profit has updated as per your Winner pricing.


If you have any other Integration Queries, please visit the Integrations Hub or Contact Us directly.


Jacob Goodwin -

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