Keyboard shortcuts

Close comes with a set of keyboard shortcuts that can significantly improve your workflow efficiency. To see the list of keyboard shortcuts available, just hit the question mark button ? on your keyboard from any page and you’ll see a pop-up window listing them all.

You can also collapse the left sidebar (Smart Views, settings, and controls) to an icons-only view and expand it back to the full-width view using the collapse/expand button at the bottom of the left sidebar. You can toggle the sidebar with Ctrl/⌘ + S.

Close app keyboard shortcut list for Mac OS

On any page

Mac shortcut	Windows shortcut	Action
`?`	`?`	Show keyboard shortcuts
`⌘` `Shift` `F`	`Ctrl` `Shift` `F`	Focus the search input

On a Lead page

Mac shortcut	Windows shortcut	Action
`⌘` `F`	`Ctrl` `F`	Search for activities
`⌘` `Shift` `D`	`Ctrl` `Shift` `D`	Dial/call lead’s primary phone number
`⌘` `Shift` `K`	`Ctrl` `Shift` `K`	SMS lead’s primary phone number
`⌘` `Shift` `E`	`Ctrl` `Shift` `E`	Email lead’s primary email address
`⌘` `Shift` `O`	`Ctrl` `Shift` `O`	Create a new note
`j` / `k`	`j` / `k`	Next/Previous lead (if from search)

On a call

Mac shortcut	Windows shortcut	Action
`⌘` `.`	`Ctrl` `.`	Hang up current call

On a Dialer

Mac shortcut	Windows shortcut	Action
`⌘` `.`	`Ctrl` `.`	Hang up current call/pause dialing
`⌘` `Shift` `X`	`Ctrl` `Shift` `X`	Call next lead

On Inbox, Leads search, or Smart Views

Mac shortcut	Windows shortcut	Action
`j` / ⬆	`j` / ⬆	Select the next item in the list.
`k` / ⬇	`k` / ⬇	Select the previous item in the list.
`Enter`	`Enter`	In Search: go to selected lead In Inbox: expand selected item
`⌘` `Enter`	`Ctrl` `Enter`	Open selected lead in a new window
`⌘` `Shift` `D`	`Ctrl` `Shift` `D`	Call currently selected lead
`⌘` `Shift` `E`	`Ctrl` `Shift` `E`	Email currently selected lead

Tip: In Leads Search, you can use ⌘ + Enter (Mac) / Ctrl + Enter (Windows) to open the selected lead in a new browser window or tab so you can keep your search results open.

On Inbox

Mac shortcut	Windows shortcut	Action
`x`	`x`	Check or uncheck active item
`y` or `e`	`y` or `e`	Mark selected item(s) as “Done”
`r`	`r`	Reply to currently opened email
`a`	`a`	Reply All to currently opened email
`f`	`f`	Forward currently opened email
`⌘` `Shift` `Enter`	`Ctrl` `Shift` `Enter`	Go to the lead of the active item

On a Smart View

Mac shortcut	Windows shortcut	Action
`⌘` `Shift` `X`	`Ctrl` `Shift` `X`	Start/continue a Dialer

In the Editor

Mac shortcut	Windows shortcut	Action
`/`	`/`	Open Quick Insert Menu

Command Palette

In addition to keyboard shortcuts, you can also access any page with by using the command palette menu. This can be opened by pressing Command + k on MacOS, and crtl + k on Windows.

Anyone who prefers using the keyboard instead of navigating with a mouse will find navigating Close to be a breeze. Here are some commands to try:

Jump to any Smart View: Go to Smart View: [Smart View name]
**Jump to any settings page or tab:**E.g., type “email templ” to go to Settings > Communication > Templates & Snippets > Email
Switch orgsby typing “Switch to org: [org name]”
Create a lead by typing “Create lead” or “New lead”

Below is a full list of commands specific to areas of Close.

On Lead page

Dial a Lead’s primary phone number
Log a call with Lead’s primary phone number
Send an SMS to the Lead’s primary phone number
Email Lead’s primary email address
Create a new Note
Open ‘X’ Integration Link (from Lead)
Open ‘X’ Integration Link (from Contact) for each Contact name on a Lead
Open ‘X’ Integration Link (from Opportunity) for each Opportunity on a Lead
Call/Log a Call/Email/SMS each Contact name on a Lead
Create a Task
Create an Opportunity
Create a Contact
Create a [Custom Activity name]
Add a Custom Field
Open address in Google Maps, and add a lead address
Update Lead Status

In a Smart View

Start/continue a Dialer
Bulk edit Smart View Leads
Export Smart View Leads
Copy Smart View filters as JSON
Enroll Smart View Contacts into a Workflow
Manage Workflows for Smart View Contacts
Send a bulk email

Accessing Close support, community, and changelog

Open Product Changelog
Open Support Center
Open developer documentation
Contact Support
View keyboard shortcuts

Accessing Search

Delete the ’/’ for a shortcut to access Close Search:

If you want to provide feedback on these keyboard shortcuts, please let our team know.