> For an agent: the map of this documentation is at https://escouade.io/en/docs/llms.txt; every page exists in Markdown, at the same address with `.md` appended.

# Objects and records

> Escouade's CRM organises your company into **objects** (contacts, companies, deals…) and each item into a **record**. Records are linked to one another, to your emails and to your documents, and your agent keeps them up to date with you.

## The standard objects

A new workspace arrives with the objects of a business, and the links between them:

- **Contacts** and **companies**: one record per person and per company, with everything that concerns them.
- **Opportunities** and **deals**: each with its amounts, its stages and its files; the pipeline shows them by stage.
- **Quotes** and **invoices**, with their lines, the chart of accounts, the journals and the VAT rates.
- **Tasks**, **notes** and **meetings**, attached to the records they follow.
- **Documents**, filed in the [Library](https://escouade.io/en/docs/escouade/bibliotheque.md).
- **Goals**: the target figure, what it measures, its period, its owner, and what it tracks.
- **Lists**: contacts and companies brought together, with where they came from; a record joins a list through a simple, dated link.

## A record

A record shows its fields, then what surrounds it:

- **linked records**: a contact's company, a company's deals, an opportunity's tasks;
- the **timeline**: dated facts, emails, meetings, files;
- the **history**: who changed which field, when, with the value before and the value after. A change made by an assistant says where it came from: the connector, the chat, the integrator or an artefact.

A deleted record goes to the **bin**, from which it can be restored.

## The pipeline

Opportunities and deals move through stages, which you name the way you work. Views show what is active, what is waiting for a follow-up, what is at stake this week.

## List views

An object's list has its tabs (for example, on deals, the schedule and the margins; on invoices, the accounting). In Settings › Data model, an object's "List view" card hides a tab, brings it back, changes their order or returns to the standard. Each tab follows the right to read its object.

A menu entry can carry the name your company uses: "Accounts" instead of "Invoices", for example. Renaming is done where the menu is arranged, in the settings; the object's list keeps its name.

## The data model

Add a field, a stage, a view: the CRM follows the way you work, with no development. On **Pro** and **Max**, you create your own objects. The integrator does the same through its MCP server: see [Escouade's MCP servers](https://escouade.io/en/docs/escouade/mcp.md#integrateur).

## Importing

Importing a CSV file is included in every size. Escouade can also start alongside your current CRM, with your emails, then take over your records when you decide.

## Searching

The magnifying glass, at the top of the sidebar (shortcut Ctrl K), searches everything at once: records, documents, emails. The chat, for its part, answers a question and cites its sources.

## Dashboards

A dashboard is built from your records: active deals, documents to review, this week's tasks, team by team. Each person only sees what their rights allow.

## Records kept up to date

An email arrives: Escouade recognises the sender and attaches it to their company and to the deal it concerns. An unknown contact becomes a proposed record, with its source. Every proposed creation and change awaits your decision, and an applied decision can be undone. See [Ingestion](https://escouade.io/en/docs/escouade/ingestion.md).