Command Menu & Shortcuts

Cmd + K is the fastest way to move around Zero: one field that searches every record, list, agent and settings page, and a set of quick actions you can trigger without touching the mouse. Most of those actions also have a single-letter shortcut that works anywhere in the workspace.

Searching

Press Cmd + K to open the menu — again, or Esc, to close it. The search field is focused straight away. Results are grouped by type and update as you type:

Group	What matches
Companies	Company name (substring) or an exact domain, e.g. acme.com
Contacts	Name — every word you type must appear in the name, in any order, ignoring accents; an exact email address; or a phone-number fragment once you type 4+ characters
Deals	Deal name
Lists	List name (the result shows which entity the list contains)
Agents	Agent name (archived agents are excluded; inactive ones are labeled Inactive)
Meetings	Calendar events, once you type 3+ characters — only when Show calendar events is enabled
Settings	Settings pages, matched on their name and related terms (admin-only pages appear only for admins)

The Show calendar events toggle in the footer decides whether meetings appear; your choice sticks until you flip it back.

Move through results with ↑ / ↓ and open one with Enter. → peeks at the selected result without leaving the menu — for companies and contacts the peek also loads their deals and list memberships — and ← closes the peek.

Quick actions

With the search field empty, the menu shows Quick actions instead of results. Each one lists its shortcut, which also works on its own without opening the menu:

• Add company (B), Add contact (P), Add deal (D) — open the record creation flow, pre-filled from the record you are currently viewing where that makes sense.

• Create new list (L) — opens the new-list dialog.

• Create new task (T) — switches the command menu into the task composer.

• Focus chat input (Z) — jumps your cursor to the chat input; shown only on pages that have one.

• Log <activity type> — one entry per custom activity type, with the type's configured shortcut letter. Shown when you are on a record page or have a record open in a list's peek panel. See Custom Activities.

• Log comment (C) — opens the comment composer for the record you are viewing or peeking.

Admins also get a Settings section — Add custom property, Invite user to workspace, Add contact type — and everyone gets Open docs under Help.

Global keyboard shortcuts

Shortcut	Action
Cmd + K	Open or close the command menu
Cmd + J	Open or close the chat panel
B	Add a company
P	Add a contact
D	Add a deal
T	Create a task. On a meeting page the task links to that meeting; with a record open in a peek panel it links to that record. See Tasks
C	Log a comment on the current record — works on a record page or with a record open in a peek panel
E	Send message. On a contact's record page, opens the message composer addressed to that contact. On a deal's record page, opens one message addressed to all of the deal's contacts with a usable email address
Z	Focus the chat input
L	Create a new list
A–Z	Log a custom activity — each activity type can define its own single-letter shortcut, which works on a record page or with a record open in a peek panel

The single-letter shortcuts are plain key presses, no modifier. They are ignored while you are typing in a field or editor and while a modal or popover is open, so they won't fire mid-sentence.