Command menu
Jump to views and actions with the command palette.
Overview
Press Cmd + K (Mac) or Ctrl + K (Windows) to open the workspace command menu from anywhere in the workspace (dashboard, contacts, prospects, and other views).
The palette helps you:
- Search people, organizations, and accounts (type at least two characters)
- Go to any workspace view
- Run BD slash commands such as
/prep,/prospect,/bd-review, and/research - See needs attention when the search box is empty (overdue follow-ups, accounts needing attention, and quick links)
Calculator shortcuts from the marketing command menu are hidden in the workspace; use slash commands for tasks, projects, and notes instead.
Slash commands (workspace)
| Command | What it does |
|---|---|
/prospect | Open prospect discovery (optional search text after the command) |
/prep [name] | Start meeting prep in chat |
/follow-up [name] | Pick a person, then open their contact with follow-up focused |
/contact | Add a contact |
/import connections | LinkedIn connections import |
/bd-review | Open BD review |
/research [topic] | Start research in chat |
/log [name] | Log an interaction (chat-assisted) |
/shortlist add [name] | Open shortlists |
/event | Open events |
/intro [name] | Draft a warm introduction in chat |
/pack post-meeting | Create a post-meeting follow-up task pack in Tasks |
/pack post-event | Create a post-event follow-up task pack in Tasks |
Legacy workspace commands still work: /tasks, /projects, /notes, /import-projects.
LinkedIn URLs
Paste a LinkedIn profile URL into the search box to see an Add to contacts action. On supported browsers, a LinkedIn URL on your clipboard may be suggested when you open the palette.
Plans and seats
Accounts, BD review, and signals rows respect your workspace plan and Revenue seat. When a feature is gated, the palette shows an upgrade path instead of hiding the action silently.