To export your contacts from Maximizer CRM:

  1. Click the “Maximizer” button at the top left of your Maximizer screen. (If you are using an older version, select “File”)

  2. Select “Import/Export/Transfer.”

  3. Click on “Address Book Entries.”

  4. Select “Browse,” then choose a name for the file to be placed on your desktop. The format should be set at “Comma Separated Value.” Click “OK.”

  5. Select the fields you would like to export. You can double click each field or press “Add” to move them to the export file.

  6. Select “Export”.

  7. You can now use this CSV file to import your contacts to Wealthbox.

See also:

Tips for preparing your data before importing into Wealthbox

How do I import my contacts?

How do I import notes? 

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