There are two types of Contact notes in Infusionsoft, Person Notes, which is simply a text box where you can add some quick information about a contact and Task Notes, which are actual date/time stamped notes on the contact record.
Export Person Notes
Person Notes is located at the top of the contact record under the Person Notes tab
Export Task Notes
- To export Task Notes, got to CRM > Reports
- Click on Sales
- Open the Call Log Report
- Export the report
NOTE: The Call Log Report does not export the description details of the notes.