Quickly find contacts, opportunities, conversations, and other records from anywhere in the app.
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Quickly find contacts, opportunities, conversations, and other records from anywhere in the app.
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Help us make the guides more useful.
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The command palette is a global search tool that lets you find any record across your CRM without navigating away from your current page.
Press Cmd+K (macOS) or Ctrl+K (Windows/Linux) from any page in the app. A search dialog opens with the input field focused and ready to type.
Press Escape or click outside the dialog to close it.
The command palette searches across nine record types simultaneously:
| You can find | By searching |
|---|---|
| Contacts | name, email, phone, or company |
| Conversations | participant or message text |
| Opportunities | deal name or linked contact |
| Tasks, invoices, documents | title or number |
| Settings and pages | jump straight to any section |
| Type | What's Searched |
|---|---|
| Contacts | Name, email, company |
| Opportunities | Opportunity name |
| Conversations | Contact name, email, subject |
| Messages | Message text |
| Workflows | Workflow name, description |
| Forms | Form name, description |
| Invoices | Invoice number |
| Documents | Document title |
| Tasks | Task title |
Results are grouped by type and shown in a consistent order. Each result displays a title and subtitle (for example, a contact shows the full name and email address).
The palette closes automatically when you select a result.
When you open the palette with no query, your last five search terms are shown for quick access. Click any recent search to run it again.
Recent searches are saved locally in your browser and persist between sessions.