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!


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.