Exporting from other CRMs
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      3. 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.