Create your first account and start using the platform. Step-by-step getting started guide.
Welcome!
Welcome to the Orca SaaS platform. This guide contains everything you need to start using the platform.
1. Creating an Account
To start using the platform, you first need to create an account:
- Click the 'Get Started' button on the homepage
- Enter your email address and a strong password
- Click the verification link sent to your email
- Complete your profile information
2. Create Your First Project
After your account is active, you can create your first project:
- Click the 'New Project' button from the Dashboard
- Enter project name and description
- Invite your team members
- Configure project settings
3. Adding Customers
Add your customers to the system to start your sales process:
- Go to the 'Customers' tab
- Click the 'New Customer' button
- Enter customer information
- Assign relevant tags and categories
4. Using the Dashboard
The main dashboard displays all important metrics and information in one place:
- Sales funnel view
- Real-time statistics
- Upcoming tasks and appointments
- Team performance
Next Steps
Continue exploring the platform and read our other help articles: