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.