To export your contacts from Maximizer CRM:
- Click the “Maximizer” button at the top left of your Maximizer screen. (If you are using an older version, select “File”)
- Select “Import/Export/Transfer.”
- Click on “Address Book Entries.”
- 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.”
- Select the fields you would like to export. You can double click each field or press “Add” to move them to the export file.
- Select “Export”.
- You can now use this CSV file to import your contacts to Wealthbox.