---
title: "Getting Started with Chacham Lev"
description: "A quick 3-step onboarding guide for new users."
category: "Onboarding"
---

# Getting Started with Chacham Lev

Welcome to the **Chacham Lev** platform! This quick guide will help you understand the primary time-to-value of our CRM. Follow these 3 simple steps to get your community set up and start tracking donations securely.

## 1. Add Your First Contact

Before you can manage donations or assignments, you need people in your system.

- Navigate to the **People** module in the sidebar.
- Click on **Add Person** (הוסף איש).
- Fill in the required details. Pay attention to the **ID Number** field — our system automatically validates Israeli IDs to help you avoid duplicates and errors.

*Tip:* Use the inline help icons for more information on specific fields!

## 2. Record a Donation

Once your contact is in the system, you can log their contributions.

- Go to the person's profile and click **Add Donation**.
- Enter the **Amount**.
- Select the **Collection Type** (how the donation was received) and **Payment Method** (how the user paid).
- **Submit** to securely save the record.

*Note:* Accurate payment method tracking ensures smooth financial reconciliation later (like matching with Nedarim Plus).

## 3. Review Analytics

The dashboard gives you a 360-degree view of your campaign.

- Open the **Dashboard** module to see real-time performance.
- Track total funds raised, recent activity, and active campaigns.
- Use this data to adjust your strategy or reach out to potential donors.

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*Still need help? Please reach out to our support team or consult the FAQ section for deeper dives into specific features.*