R
RealaticKnowledge Base

Using keyboard shortcuts

Navigate Realatic CRM faster with keyboard shortcuts.

Global Navigation

  • G then D — Dashboard
  • G then L — Leads
  • G then P — Projects
  • G then B — Bookings
  • G then R — Reports
  • G then S — Settings

Quick Actions

  • N — Create new lead
  • Cmd/Ctrl + K — Open command palette
  • / — Focus search bar
  • Esc — Close dialog or sidebar

Lead Actions

  • C — Log a call
  • F — Schedule follow-up
  • E — Edit lead details
  • W — Open WhatsApp chat

Command Palette

Press Cmd/Ctrl + K to search for any lead, navigate to any page, or run quick actions. This is the fastest way to find anything in the CRM.