> For the complete documentation index, see [llms.txt](https://fluid-crm.gitbook.io/fluid-crm-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://fluid-crm.gitbook.io/fluid-crm-docs/features/keyboard-shortcuts.md). # Keyboard shortcuts Keyboard shortcuts are a core part of Fluid’s speed-first design.\ They remove clicks, reduce context switching, and let you act on deals the moment you see them. Shortcuts are optional, but for users who handle many conversations daily, they dramatically reduce friction. {% embed url="" %} *** ### Available keyboard shortcuts Fluid supports a small set of focused shortcuts designed around deal execution. The following shortcuts work when a deal card is visible or hovered: * **D**\ Create a new deal * **E**\ Edit the deal currently under your cursor * **R**\ Set or change a reminder for the deal under your cursor * **A**\ Open deal overview and activity log * **W**\ Open the website link associated with the deal * **S**\ Open the social media link associated with the deal * **C**\ Open a conversation link such as email thread, WhatsApp link or LinkedIn conversation These shortcuts are intentionally limited to avoid cognitive overload. *** ### Website and social media shortcuts The **W** and **S** shortcuts open links stored on the deal. You can place links in: * Website fields * Custom fields * Any deal field configured to hold a URL This allows you to: * Open a company website instantly * Jump to LinkedIn or other social profiles * Review context without leaving the Deals board This is especially useful during: * Follow-up sessions * Call preparation * Pipeline reviews * Negotiation or proposal stages *** ### Who keyboard shortcuts are for Keyboard shortcuts are most valuable for users who: * Manage many active deals at once * Do outbound or high-volume sales * Work primarily from the Deals board * Want to minimize mouse usage * Prefer fast, repeatable workflows For these users, shortcuts turn the Deals board into an execution surface rather than a navigation screen. *** ### When to rely on shortcuts Shortcuts are ideal when: * You are processing follow-ups in sequence * You want to edit or update multiple deals quickly * You need to open external context without breaking focus * You want to stay in a flow state They are not required to use Fluid, but they reward repetition and familiarity. *** ### What keyboard shortcuts are not Keyboard shortcuts are not: * Fully customizable * Meant to cover every action * A replacement for the UI They exist to accelerate the most common actions only. *** ### What to read next * Deals overview – working from the Deals board * Deal reminders – follow-up execution * Search and filtering – narrowing focus fast --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://fluid-crm.gitbook.io/fluid-crm-docs/features/keyboard-shortcuts.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.