> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://help.close.com/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://help.close.com/_mcp/server.

# Keyboard shortcuts

> Keyboard shortcuts in Close: press ? on any page to see the full list, and open the command palette with Cmd+K on Mac or Ctrl+K on Windows.

## 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`.

![Popup listing keyboard shortcuts and actions for app sections like Inbox, Leads, Dialer.](https://close-prd-help-docs.s3.us-west-2.amazonaws.com/best-practices/keyboard-shortcuts/keyboard_shortcuts_list_a7dbab.png)

*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  |

\| `⌘` `S` | `Ctrl` `S` | Collapse/expand the left sidebar |
\| `⌘` `Shift` `L` | `Ctrl` `Shift` `L` | Create a new lead |
\| `⌘` `Enter` | `Ctrl` `Enter` | Submit the current form |
\| `⌘` `[` or `⌘` `←` | `Ctrl` `[` or `Ctrl` `←` | Go back to the previous page |
\| `⌘` `]` or `⌘` `→` | `Ctrl` `]` or `Ctrl` `→` | Go forward to the next page |
\| `⌘` `r` | `Ctrl` `r` | Reload the page |

#### **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.

![Keyboard command palette showing a list of navigation commands like Go to Inbox, Leads, Contacts, and Reports.](https://close-prd-help-docs.s3.us-west-2.amazonaws.com/best-practices/keyboard-shortcuts/command_palette_list_8f7b60.png)

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 orgs**by 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](https://www.close.com/changelog)
* Open [Support Center](/)
* Open [developer documentation](https://developer.close.com/)
* Contact Support
* View keyboard shortcuts

#### Accessing Search

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

![Command palette with search input, recent leads, quick search options, and AI search suggestions.](https://close-prd-help-docs.s3.us-west-2.amazonaws.com/best-practices/keyboard-shortcuts/command_palette_2c4e17.png)

If you want to provide feedback on these keyboard shortcuts, [please let our team know](mailto:support@close.com).