> ## Documentation Index > Fetch the complete documentation index at: https://docs.connie.ai/llms.txt > Use this file to discover all available pages before exploring further. # Records overview > What Records are in Connie — objects, lists, folders and the record side panel — and how to find your way around. **Records** is where Connie keeps your data: the people you sell to, their companies, your deals and your tasks. Everything you find with the Lead Finder, import from a CSV or sync from your CRM (HubSpot, Attio, folk…) lands here, and your workflows, agents and Chat read from and write to it. **Where:** left sidebar → **Records** · `https://connie.ai//records` New to workspace links? See [Navigating Connie](/navigating-connie). ## The three building blocks Think of Records like a set of shared spreadsheets that all know about each other. | Building block | What it is | Everyday example | | - | - | - | | **Object** | A *type* of record, with its own fields (columns). | "People" is an object. Every person has an Email, Phone, Company, Stage… | | **List** | A named group of records from one object. A record can be in many lists. | "Q4 London prospects" is a list of People. | | **Folder** | A container that groups lists. Folders are one level deep (no folders inside folders). | A "Campaigns" folder holding three prospect lists. | A **record** is one row — one person, one company, one deal or one task. A **field** (also called a property or column) is one piece of information about it, such as Email. Connie comes with four built-in objects: **People**, **Companies**, **Deals** and **Tasks**. You can also create your own custom objects. See [Objects and fields](/records/objects-and-fields). Lists don't copy records. If the same person is in three lists, it's still one record — edit it anywhere and every list shows the change. Removing someone from a list doesn't delete them. ## The Records page The Records page lists every list and folder you can see. * **Header:** **Records** with the number of lists, plus the **Templates** and **New** buttons. * **Lead Finder cards:** **Find people** ("Find your ideal customers from over 600m available contacts"), **Find companies** ("Find your ideal accounts from over 600m available companies") and **Find jobs** ("Build a live TAM from hiring intent, millions of job postings"). See [Lead Finder](/records/lead-finder). * **Object tabs:** **All**, **People**, **Companies**, **Deals**, **Tasks**, then any custom objects. Pick one to see only that object's lists. * **Search lists...** finds lists by *name*. It doesn't search inside lists — open a list and use its search to find a person. * **Filters** narrows the directory by Name, Record count, Last updated, Created at, Created by, Shared with or Object. * **Table columns:** **List**, **Records** (how many records it holds), **Shared with**, **Created by** and **Last updated**. Folders appear first, then the four default lists (People, Companies, Deals, Tasks — marked **Default** in Created by), then starred lists, then everything else, newest activity first. The left sidebar also shows an **Objects** section with a shortcut to every shared object. Clicking one opens all records of that object, at `https://connie.ai//records/objects/`. Shortcuts for the built-in objects: `https://connie.ai//records/people`, `/records/companies`, `/records/deals` and `/records/tasks` each open that object's default list. If your workspace has no lists yet, the page shows **What do you want to build?** with an **Ask anything...** box and a **Create records** button. Typing there opens [Chat](/chat/overview), where Connie can build the list for you. ## Open a list Click **Records** in the left sidebar. The list opens as a spreadsheet-style grid at `https://connie.ai//records/`. The breadcrumb at the top shows **Records** › folder (if any) › list name and the record count. Use **Actions** to add records, import, export, find leads or add columns. Use the toolbar to search, filter, sort and switch views. See [Lists and views](/records/lists-and-views). At the top right of every list you'll find **Ask Connie** (opens Connie beside the list so you can ask questions or make changes in plain English), **Share** and **Actions**. ## Open a record (side panel) The record opens in a side panel. The address bar gains `?row=`, so you can copy the URL to send a teammate straight to that record. * **Record** — all fields, related records (for example a person's company and deals), and cards for tasks, deals and calls. * **Activity** — the activity feed for this record. * **Notes** — a rich-text notes editor. Options include **Copy link**, **Add to workflow** (People and Companies), **Send message** (opens the [Inbox](/inbox/overview) for this contact), **Create a task**, and **Delete** (Deals and Tasks only). Custom-object records open a simpler panel listing every field, with a **Search record values** box. ## Sample records New workspaces start with sample people, companies, deals and tasks so you can explore. Their names end in **(Sample)**. The first time you open People, Companies or Deals you'll see a **Sample people** (or companies/deals) dialog with **Keep samples** and **Remove samples**. "Removing samples won't delete your own records." Changed your mind later? Open the list → **Actions** → **Remove sample records**. ## Good to know * **Who sees which lists:** workspace owners and admins see every list. Other members see lists they created, lists shared with the whole workspace, and lists shared with them. See [Lists and views](/records/lists-and-views#share-a-list). * **Credits:** browsing, filtering and editing records is free. Lead Finder imports beyond the free allowance, enrichment and AI columns use credits. See [Credits](/billing/credits). * **Per-record spend:** owners and admins see a badge in the side panel, "This row has cost N credits". * **Calls** are kept in the [Inbox](/inbox/overview), not in Records. * The old "CRM" area is now Records. Old `…/crm/people`, `…/crm/companies`, `…/crm/deals` and `…/crm/tasks` links redirect automatically. ## Troubleshooting **Why:** the search box on the Records page (**Search lists...**) only matches list names. **Fix:** open the list (for example **People**) and use the search icon in the list toolbar. **Why:** the link is for another workspace, or you don't have access to that list. You may see "This result belongs to a different workspace." or "This record result is unavailable or you no longer have access." **Fix:** switch to the right workspace, or ask the list owner to share the list with you. **Why:** the page timed out. **Fix:** click **Try again** or reload the page. **Why:** Connie is still adding the sample records. **Fix:** wait a few seconds. More fixes: [Records troubleshooting](/records/troubleshooting). ## Related * [Objects and fields](/records/objects-and-fields) — built-in and custom objects, field types, duplicate rules * [Lists and views](/records/lists-and-views) — create, filter, sort, share and organise lists * [Lead Finder](/records/lead-finder) — find new people, companies and job postings * [Import and export](/records/import-and-export) — CSV, LinkedIn and CRM imports; CSV/JSON export * [Enrichment and AI columns](/records/enrichment) — fill in emails, phones and AI research per row This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.