Exporting Contacts from Wise Agent
To export contacts from Wise Agent:
- Sign in to your Wise Agent account.
- On the Contacts Tab, click Import/Export.
- Click Export Outlook/CSV.
- 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”.
- Above the first contact Name, check the Select All check box.
- Click Export Selected.
- Save the export file to your computer.