- Brivity Help Center
- Brivity CRM
- Exporting from other CRMs
Export Contacts from Wise Agent
To export contacts from Wise Agent:
Step 1: Navigate to the Contacts Tab of your Wise Agent account.
Step 2: On the Contacts Tab, click Import/Export.
Step 3: Click Export Outlook/CSV.
Step 4: On the Select Clients to Export screen make sure Category is set to Show All and "include contact notes in export" is set to "yes".
Step 5: Above the first contact Name, check the Select All check box.
Step 6: Click Export Selected.
Step 7: Import your contacts, or email them to support@brivity.com to import them for you.