How To Use Winner Flex With Anthill

Posted by anthillsoftwareleeds in Support - Last updated

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

After you have connected Anthill with Winner Design, you will be able to sync your Winner Flex projects with Anthill.

Winner Flex Menu

From the Action menu in the lead page, choose Winner Flex.

1. Create New Project

This will create a project in your Winner Flex account for you, passing over the customer data so you don’t need to double key the details.

Select this option if you haven’t started work on the customers project in Flex yet.

Once complete, open Flex and browse the projects to find the new project.

Every time you update the project in Flex, all information will automatically arrive in Anthill.

2. Import Existing Project

Selecting this option will allow you to browse your existing projects in Flex and import into Anthill.

Select this option if you already have the project in Flex.

Once you have imported and future changes to the project will automatically arrive in Anthill.

3. Update Contact

Once you have connected a project you will be able to push any contact changes to Flex using the update contact button. Contact changes are only one way, from Anthill to Flex.

How to i access my designs?

You designs files are stored in Flex and accessed directly from Flex. Anthill syncs the data from the design and stores as a quote so you can see the details in Anthill.

How do documents work?

Any documents that are generated in Flex will automatically appear in the attachments tab in the lead page in Anthill.

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

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