Finance, sales & operations interfaces in HarmonyPSA


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Finance, sales & operations interfaces in HarmonyPSA

Video Transcript

Speakers in this video: Jimmy (GetApp) and Steve (HarmonyPSA)

Steve: Yes, absolutely.

I'll show you a slightly higher level than what you see here actually, first of all, because those menu tabs are split between three different faces. We have the finance one that you see. We have an orange Sales UI that has more to do with leads and sales opportunities and you have an Operations UI, which is the third one. This has menus more geared towards scheduling and towards service desk and what the operations part of your business should be doing. If I stay in the finance one, that will give you the most holistic view.