Getting Started

When you first open ContactDrive, it's like walking into an empty room. The possibilities by your own imagination and a little elbow grease.

Contacts Page

This page is the default home screen. The first time you log in, it will be a clean slate! Click the blue "Add Contact" button to manually add contacts one at a time or click the drop down arrow to import a .csv file. NOTE: All imports at this time must be in the .csv format.

Contacts Activity

You also have a similar screen for the Activity related to your contacts.

Finally, you have access to the ContactDrive+ marketplace of apps. Apps are the magic that help you craft ContactDrive into a solution that really works for you, without having to wade through features and menus for things you don't need.

Search Contacts

At the top you'll see a simple field where you can simply search for contacts by name, email, or phone number. Click on the search bar to pull up your people, or get there faster with the keyboard shortcut Cmd + K on Macs (or Ctrl + K on Windows).

Help Docs

There's just a small icon pointing you to this very site with these very resources. If clicking on that icon is what brought you here, we hope you're having a great day.

User Menu

Located at the tippy-top right of your screen, the user menu is all about you. Here's what you can do there:

• Workspace Settings: If you aren't an admin for your organization, skip this part. But if you are an admin, this is where you can do all sorts of admin-y things. Manage your organization's name, billing, users, custom fields, and integrations. Who knew one small line could be so powerful?
• Switch workspaces: If you are one of those very lucky, brilliant people who get to work with multiple workspaces using ContactDrive, this button will give you a chance to select the right space for the moment. It will also tell you which workspace you are currently using, which prevents many an embarrassing moment.
• Add a workspace: We hope you'll use this button early and often. If you love ContactDrive so much you just know others have to use it, just click this and you'll have them up and running with ContactDrive faster than you can say "Ohio" (Fact: this is true, if you reeeally enunciate and are a quick typer).
• My Profile: Access and edit some basic details about your own personal account. Add a cell phone number so you can login once your organization adds two-factor authentication. And generate an API key so you can connect an assortment of other web services with your ContactDrive account.
• Logout: Keep it secret, keep it safe. Logout as needed, especially if you're at the library or borrowing your friend Brian's computer. Because who knows what sort of trouble Brian could cause, especially after that incident at last year's Christmas party? He's never going to live that one down.

And that's it! The total rundown of ContactDrive Core. You should now be ready to get started by adding some users, some contacts, and a little time building those relationships.

What's next?

So many possibilities, where to begin? How about adding a contact?