Multiple Workspaces

Once you have your Workspace up and running, we are willing to bet that you'll see the benefit of having all of your contacts and their data all in one place for all the various projects, companies, clients, campaigns, etc. that you're involved in. We make it easy to have one login for every Workspace you have access to.

Setting up a Secondary Workspace

  1. Login to your ContactDrive account
  2. Click on your account icon on the top right corner
  3. On the dropdown menu, click on the "+ Add a Workspace" button
  4. Fill in the Workspace Name, Handle and click "Create and Go" at the bottom of the pop-up window

Switching Workspaces

Now that you have multiple, switching back and forth is easy! When you are signed into one, simply click on that account icon on the top right corner of the screen, then "Switch Workspaces" in the dropdown menu. You can search for the one you're looking for, or scroll down and click on the name.

Not sure which Workspace you are looking at? It will always be reflected in the URL, immediately following contactdrive.io/.

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