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Use these shortcuts to move around Salesfinity without reaching for the mouse. On Windows, use Ctrl wherever this page says Cmd. Press ? on any page to see this list inside Salesfinity. It only shows the shortcuts for pages you can open.

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Anywhere

Cmd+K and Cmd+J work even while you are typing in a box. The other shortcuts on this page wait until you click out of the box.
On plans with Ari, the first result is Ask Ari once you type something, so Enter sends your text to Ari. Press ↓ first to open a page or record instead.

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Go to a page

Press G, let go, then press the letter. A go-to shortcut only works if the page is in your sidebar. If your seat or team doesn’t include a page, its shortcut does nothing.

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On pages with their own shortcuts

The Sequencer, People and Accounts, AI Drafts and Inbox have shortcuts made for the work you do there. On those pages:
  • ? opens that page’s own list of shortcuts.
  • When the page uses the same go-to letter as the sidebar, the page wins. For example, inside the Sequencer G then D opens the do-not-contact list, and on People G then F opens your fields.

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Next steps

Find your way around

What lives where in the sidebar, and how to set it up your way.

Sequencer overview

Run sequences of calls, emails and to-dos.