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