We need a report that shows all the new leads daily in a report
You can edit search criteria to show any new contacts from ‘today’ the past seven days or date range etc. If new contacts aren’t specific enough then you can also use a tag on optin to set and identify who they might be.
Great now how do we do it?
I use Zapier to pull every Client that has entered the system and then send it to Google Sheets. That way, I can simply modify/extract whichever information I’m looking for without having to download the file from InfusionSoft.
The way @John_Borelli is recommending is also a great way to get what you’re looking for!