Your contact details can be exported into a CSV file by clicking “export” on the right side panel of the contact list page.
To request a full backup of your data stored in Wealthbox:
After exporting your data, send the CSV file to the LeadCenter Data Migration Team at support@leadcenter.ai. Our team will ensure a smooth transition of your data to LeadCenter.
If you can’t find the answers you’re looking for, our support specialists are available to answer your questions and troubleshoot if necessary.