Welcome to Jump! This guide will help you hit the ground running, from setting up your account to getting the most value before, during, and after your meetings.
What about live onboarding? Join one of our daily group onboarding sessions. We'll go over how to use Jump and best practices for the platform. Schedule to join here.
🎥 Prefer to watch on your own time? Check out our onboarding videos on YouTube or explore our 40-minute full walkthrough of the platform.
Set up and prepare: Before capturing a meeting with Jump
Learn how to configure Jump so it works seamlessly with your workflows.
Connect your CRM to Jump: Why it matters and how to do it
Auto-send the notetaker to meetings: How to ensure Jump captures your meetings automatically
Filter which calendar events appear in Jump: Show only what matters in the Upcoming tab
During a meeting: Using Jump to capture your conversations
Capture meetings with Jump, whether in person, over video, or on the phone.
Follow-up and share: After the meeting
Turn your conversations into action with Jump's post-meeting tools.
Share notes with teammates: How collaboration works in Jump
Understand the Recap Email: What's included and how it's sent
Note: You can manually mark the Getting started tab as 100 percent complete. You can also undo that action to show only the actions that have been completed automatically. The Getting started tab can be found in the top left corner of your Jump account.
Have questions while getting started? Reach out to [email protected] for assistance.