How do I pull a list of contacts that i entered manually?

Hello All,

I am trying to pull a separate list of contacts that I manually entered since 1st July 2017 from contacts that feed through straight into Infusionsoft from our website.

How do you do it?

I’m sure it is easy enough!

Regards
Grant

Hey Grant - if those are the only two methods that contacts can be added, I think this is how I’d handle it:

  1. Find all contacts that have opted in from your website (Web Form Tracking Report, Campaign Goal Completion Report, etc).
  2. Apply a Tag to those contacts en masse (something like “Website Leads”).
  3. Do a contact search for contacts in the database that do NOT have that tag.

That should give you anyone who didn’t come from that leadsource - if there are any other ways that contacts could have been added, then you may need to find a way to exclude those too.

Spot on Greg,

That’s worked. Much appreciated.

Regards
Grant