Keyboard Shortcuts
Navigate and take action without reaching for the mouse. Press ? anywhere to see this list.
Global
| ⌘ K | Open search / slash commands |
| / | Type slash commands in search (/touch, /meet, /advance, /book, /briefing) |
| N | New record (on list pages) |
| E | Edit record (on detail pages) |
| Esc | Close panel, dialog, or focus mode |
| ? | Show keyboard shortcuts |
Navigation
Press G then the second key within 1 second.
| G → B | Briefing (home page) |
| G → M | My Book (book of business) |
| G → A | Accounts |
| G → D | Pipeline (deals) |
| G → T | Tasks |
| G → H | Health scores |
| G → R | Reports |
| G → G | Goals |
| G → P | Partners |
| G → I | Deal Inspection (pipeline review) |
| G → S | Submit support ticket |
| G → N | Notifications |
Slash Commands
Open search with ⌘K then type a slash command:
| /briefing | Open daily briefing |
| /touch | Log a touchpoint |
| /meet | Schedule a meeting |
| /advance | Advance a prospect's stage |
| /book | Open My Book of Business |