# Slack for Sales Development Representatives on Mac: Faster Follow-Ups With Lazur Help

> Slack for sales development representatives on Mac: the shortcuts, scheduled sends and deal tracking SDRs use, plus voice help from Lazur.

URL: https://www.lazur.app/for/sales-development-representatives/slack
Updated: 2026-11-09

Slack for sales development representatives on Mac comes down to a few habits. Learn the ⌘K Quick Switcher, schedule sends from the desktop app, and keep drafts and sent messages in one place. This guide covers those habits, Slack's Sales Tracker template, the limits on Workflow Builder, and where Lazur helps. Lazur is a voice assistant for the Mac that answers questions about your screen out loud.

## Quick answer

- Press ⌘K to jump to any channel or direct message without touching the sidebar.
- Click the arrow next to the paper plane to schedule a message, then find it under Drafts & sent.
- Slack's Sales Tracker template uses six deal stages, from Evaluating to Won or Lost.
- Workflow Builder needs a paid plan, and link-triggered workflows need someone to click the link.
- Hold Option and Command, then ask Lazur where something is or how to do it one click at a time.

Slack carries a lot of SDR work: handoffs, account questions and deal alerts. The Bridge Group's 2025 SDR report covers 351 B2B companies. It found 60% of SDRs at quota, which it calls the lowest figure in its study history. Median annual SDR attrition was 40% in the 2024 data, so new reps join often and need quick answers.

The same report puts the median SDR at 112 activities per day. That is 44 phone calls, 41 emails, 19 LinkedIn touches and 8 texts or other touches. It also records 4.1 quality conversations per day. Every minute spent hunting for a thread comes out of that count.

![Person wearing a headset on a phone call at a desk, the calling side of an SDR day](https://images.lazur.app/content-images/role-app/sales-development-representatives-slack/slack-for-sales-development-representatives-on-mac-3-a8e23a.jpg)

## The Slack shortcuts that save SDRs the most time on Mac

Start with ⌘K. It opens the Quick Switcher, which jumps you to any channel or direct message. Type the first letters of an account name, use the arrow keys to pick the match, and press Return. You never reach for the sidebar. Slack's keyboard help article confirms ⌘K on Mac for this job. For a longer walk through, read [how to jump to a conversation in Slack on Mac](https://www.lazur.app/how-to/jump-to-a-conversation-in-slack).

- ⌘K opens the Quick Switcher for channels and direct messages.
- ⌘/ shows the list of keyboard shortcuts in the desktop app.
- Slack does not allow custom shortcuts, so learn the built-in ones.
- Use ⌘K before you scroll the sidebar, every time you switch accounts.

> **Check the list on your version:** Slack's help article covers navigation shortcuts only. It does not list scheduling, search, or Drafts & sent shortcuts. Press ⌘/ in your own app to see what your version supports.

## How to schedule a Slack message on Mac without a reminder app

Scheduling is the habit that stops follow-ups from slipping. Write the message, then click the arrow next to the paper plane icon instead of pressing Enter. Pick a send time. Slack holds the message until that time. The help article describes this desktop route. It does not list a Mac-only keyboard shortcut for scheduling, so use the click.

Here is a worked example. You finish a discovery call at 4:50 pm. You want the recap in the account thread at 9:00 the next morning. Write the recap, click the arrow, and set 9:00 am for tomorrow. Then move on to the next prospect. The recap posts on time, and your AE sees it before standup.

Scheduled messages can still change. Hover over a scheduled message to edit or delete it. Do this before the send time. A wrong account name or a wrong price in a prospect thread is hard to walk back once it posts.

## Find drafts, scheduled messages and sent messages in one place

Slack keeps unsent, drafted, scheduled and sent messages under Drafts & sent. That item sits at the top of the desktop sidebar. Open it to see what is waiting, what is queued and what already went out. The help article gives no Mac-specific steps and no time limits for scheduled messages, so do not plan a week ahead on faith.

| What you need | Where Slack keeps it | What to do next |
| --- | --- | --- |
| An unsent or half-written message | Drafts & sent, at the top of the sidebar | Open the Drafts tab and finish the message |
| A scheduled message | Drafts & sent, at the top of the sidebar | Hover over it to edit or delete |
| A message that already posted | Drafts & sent, at the top of the sidebar | Check it against the account notes before you follow up |

_Where Slack keeps each message state on desktop._

![Person typing on a laptop in an office, writing a follow-up message for a prospect](https://images.lazur.app/content-images/role-app/sales-development-representatives-slack/slack-for-sales-development-representatives-on-mac-2-0d98c2.jpg)

## Set up deal tracking with Slack's Sales Tracker template

Slack's Sales Tracker template tracks deals across six stages: Evaluating, Qualified, Building Proposal, Negotiating, Won and Lost. Each deal gets fields for deal value, priority, channel, next steps and main contact. Reps use it to log activity and record the next step. Managers use it to see progress and bottlenecks.

1. Add one row for each open account, not each contact.
2. Move the stage the same day the account moves.
3. Write the next step as a specific action with a date.
4. Review the stage column every Monday and flag stalled deals.

The four steps above are habits this guide suggests. They are not part of the template. The template page also recommends alerts for new or stalled deals. Those are suggestions, not built-in features, so plan to set them up yourself if you want them.

## Workflow Builder for SDRs: what it does and where it stops

Workflow Builder runs a set of steps when something triggers it. Slack's help page lists four kinds of start: a link, a schedule, a Slack action such as an emoji reaction, joining a channel, or creating a channel. Workflow Builder is available on paid plans. By default, Full Members can create workflows. Frontline Members cannot.

The Sales Tracker template includes a Deal Won Workflow. When someone marks a deal won, the workflow posts to a channel. The team sees the win without a manual post. Test it in a small channel first, so a test deal does not reach the whole sales team.

> **Links need a click:** A link-triggered workflow starts only when someone finds and clicks the link. Slack's help page confirms that users must find and click that link. Put the link where reps will see it, such as a pinned message in the channel.

Third-party guides list caps on steps, triggers and AI steps. Those caps did not appear on Slack's own pages, so treat them as unverified. Free plan workflow access is also unclear. Check Slack's Workflow Builder help and your plan before you design a long flow.

## Where Lazur fits in your Slack day

Lazur is a voice assistant for the Mac that lives in the notch. Hold Option and Command, then ask about anything on screen. Lazur answers out loud. Ask where Drafts & sent is, and Lazur draws a circle and a label around it. You see the spot before you click.

Ask how to do something, and Lazur guides you one click at a time. It waits for each click before it moves on. Lazur does not click buttons, edit files or operate other apps for you. That split matters in Slack. You stay in charge of what goes to a prospect.

For writing, hold fn to dictate. Lazur types clean, formatted text at the cursor in any app. Use it for call notes in a thread, then read the text before you send. Snippets, a personal dictionary and clipboard slots help with company names and product terms you type every day.

![Sales development representative at a laptop checking messages between calls at a desk](https://images.lazur.app/content-images/role-app/sales-development-representatives-slack/slack-for-sales-development-representatives-on-mac-1-75b033.jpg)

## What to ask Lazur while you work in Slack

Specific questions get faster answers. Ask 'Where is Drafts & sent?' instead of 'How do I use Slack?' Name the action and the place. Lazur also keeps a memory of what you asked and did, kept on the Mac. That helps when you come back to a half-finished account plan the next day.

## Keep Slack notifications from breaking your call block on Mac

Notifications are the other half of focus. A ping from a busy channel can break a call block. Pause notifications before a dial session, and mute channels you only read once a week. The how-to guides walk through the steps for [pausing notifications in Slack on Mac](https://www.lazur.app/how-to/pause-notifications-in-slack) and [muting a channel in Slack on Mac](https://www.lazur.app/how-to/mute-a-channel-in-slack).

## Slack pricing and plan limits to check before a team rollout

Slack's pricing page lists Free at $0, free forever. Pro is $8.75 per user per month billed monthly, or $7.25 billed annually. Business+ is $18 monthly, or $15 annually. Free keeps messages saved and searchable for 90 days. It allows up to 10 apps. Huddles on Free are 1:1 meetings only.

| Slack plan | Price per user per month | Limits that matter to SDRs |
| --- | --- | --- |
| Free | $0, free forever | 90-day message history, up to 10 apps, 1:1 huddles only |
| Pro | $8.75 billed monthly or $7.25 billed annually | Check the pricing page for workflow and huddle access |
| Business+ | $18 monthly or $15 annually | Check the pricing page for what your team gets |

_Plan limits from Slack's pricing page, checked 2026-11-09._

Check prices on Slack's pricing page before you buy. Plans change. If your team runs on Free, plan around the 90-day limit. Copy the key facts from important account threads into your CRM. Do not treat Slack as the only record of a deal.

## Mistakes SDRs make with Slack on Mac

- Pressing Enter on a follow-up you meant to schedule. Click the arrow next to the paper plane instead.
- Treating the 90-day history on Free as a permanent archive.
- Expecting Frontline Members to build workflows. They cannot by default.
- Setting up a link-triggered workflow and never putting the link where reps see it.
- Quoting the 40% selling-time figure as an SDR number. Salesforce's figure covers the average seller.
- Turning on a workflow for the whole team before a test run.

## A worked day in Slack, from first check to first follow-up

At 8:30 am, press ⌘K and open the channel for the account you work first. Read the thread from the bottom up. Hold Option and Command and ask Lazur what the last message wants. Lazur answers out loud. You then reply in the thread with the answer you need.

After the 10:00 call, hold fn and dictate your notes into the thread. Read them, fix anything wrong, then schedule the follow-up for 2:00 pm. Check it later under Drafts & sent. That one habit replaces a reminder you would otherwise forget.

## Edge cases and caveats for this setup

The Mac app changes over time. Slack's Mac release notes list version 4.53.283, dated November 9, 2026, as a bug-fix build. The five newest entries mention no changes to menus, Workflow Builder, Lists, huddles, search or Canvases. This guide did not review older entries, so check the release notes if a menu item moved.

Two more caveats matter here. Salesforce's 40% selling-time figure covers the average seller, not SDRs. The Bridge Group numbers come from its 2025 report, and attrition uses 2024 data. Use both as context, not as a target for your own week.

## Next steps for this week

1. Open Slack and press ⌘/ to check which shortcuts your version lists.
2. Press ⌘K several times today to switch between accounts.
3. Schedule one follow-up with the arrow next to the send button.
4. Find that message under Drafts & sent and confirm the time.
5. Read the full steps in [Schedule a message in Slack on Mac](https://www.lazur.app/how-to/schedule-a-message-in-slack).

If you want voice help while you work, [get Lazur for the Mac](https://www.lazur.app/download). Lazur starts with a trial when you first open the app. Ask it one question about your screen, and see how it answers before you rely on it.

## With Lazur

Lazur is a voice assistant for the Mac that lives in the notch. Hold ⌥ ⌘ and ask; it sees your screen, answers out loud, points at buttons and walks you through apps. Hold fn to dictate. Free for 3 days, then $18/month: https://www.lazur.app/download

- “Where do my scheduled messages live in Slack?”: Lazur circles Drafts & sent at the top of the sidebar and answers out loud. Scheduled messages sit there, and you can edit or delete them by hovering. (Points at it)
- “Where is the Quick Switcher, and what do I type to reach the Acme channel?”: Lazur points you to ⌘K, then tells you to type the channel name and press Return.
- “Walk me through scheduling this follow-up for 9 am tomorrow.”: Lazur guides you one click at a time and waits for each click, starting at the arrow next to the send button.
- “Draft a short follow-up to our AE about the Acme pricing question.”: Lazur writes a short draft you can read and paste into the thread. You check it and send it yourself.
- “Dictate my call notes into this thread, with the next step at the end.”: Hold fn while you talk. Lazur types clean, formatted text at the cursor, and you check it before you send.
- “Research Acme Corp before my 2 pm call and give me three talking points.”: Lazur runs the research in its own Chrome tabs, then returns a summary and a report.
- “Put a reminder in Reminders for 4 pm to check the Acme thread.”: Lazur adds an item to Apple Reminders for 4 pm. Apple Reminders is a separate app from Slack reminders.
- “Explain where Drafts and sent shows scheduled messages.”: Lazur explains that scheduled and sent messages both appear under Drafts & sent, then suggests what to check on screen.

## FAQ

### What is the fastest way to switch Slack channels on Mac?

Press ⌘K to open the Quick Switcher. Type the channel or person's name, use the arrow keys to choose it, and press Return. Slack's keyboard help article lists ⌘K for this job.

### Can I schedule a Slack message from the Mac app?

Yes. Click the arrow next to the paper plane icon instead of pressing Enter, then pick a time. Scheduled messages can be edited or deleted by hovering over them. Slack's help article gives no Mac-only shortcut for this, so use the click.

### Where do scheduled messages go after I schedule them?

They appear under Drafts & sent at the top of the desktop sidebar. Slack's help article does not list time limits for scheduled messages, so check before you plan far ahead.

### Is Workflow Builder included in Slack's Free plan?

Slack's help page says Workflow Builder is available on paid plans. Free workflow access is unclear from Slack's pricing page, so check your plan before you build anything for the team.

### Does Lazur click buttons in Slack for me?

No. Lazur points, explains, answers out loud and drafts text. For steps, it guides you one click at a time and waits for each click. It does not operate Slack or any other app for you.

### Is Lazur built into Slack?

No. Lazur is not a plugin or add-in for any app, and it has no partnership with any app maker. It runs on your Mac next to Slack, the same way it runs next to any other app.

### Does Lazur run on Windows?

Lazur runs on macOS, on Apple silicon and Intel Macs. Windows is planned, not available yet.

### Does the 40% selling-time figure apply to SDRs?

Not directly. Salesforce's 2026 State of Sales report puts the average seller's selling time at 40%. It does not single out SDRs, so use it as a broad sales benchmark.

## Sources

1. [Slack for Mac - Release Notes](https://slack.com/release-notes/mac), Slack, checked 2026-11-09
2. [Navigate Slack with your keyboard](https://slack.com/help/articles/115003340723-Navigate-Slack-with-your-keyboard), Slack, checked 2026-11-09
3. [Send and read messages](https://slack.com/help/articles/201457107-Send-and-read-messages), Slack, checked 2026-11-09
4. [About Workflow Builder](https://slack.com/help/articles/360035692513-About-workflow-builder), Slack, checked 2026-11-09
5. [Sales Tracker Template](https://slack.com/templates/sales-deal-tracking), Slack, checked 2026-11-09
6. [Slack Pricing](https://slack.com/pricing), Slack, checked 2026-11-09
7. [SDR Models, Motions & Metrics: 2025 Research Report](https://www.bridgegroupinc.com/research/2025-sdr-models-metrics-report-the-bridge-group), The Bridge Group, checked 2026-11-09
8. [Salesforce Announces State of Sales Report for 2026](https://www.salesforce.com/news/stories/state-of-sales-report-announcement-2026/), Salesforce, checked 2026-11-09