You can edit your notes by clicking on the Edit button in the top right corner above the meeting notes.
Jump will open a Edit window where you can make any adjustments to your note. Once you’re ready to sync it to your CRM, click on the Review & Sync button in the bottom right corner to open up the Review & Sync window.
If you don’t need to edit your note, you can jump right to the Review & Sync window by clicking on the button with your CRM symbol in the top right corner of the meeting page in the Automations column. It will say something like “Update Event” or “Create a Note”.
Before you can sync the note to your CRM, you’ll need to link the note to something in your CRM.
When you first logged into Jump, we asked you where you added a note after a client meeting. The option your given in the Review & Sync window will match the answer you provided earlier.
In the screenshot below, we see the option to sync a new note to a contact. This is because the Jump user said they add a new note and link it to a contact typically after a client meeting.
(If for whatever reason you would like to change the option it’s giving you, reach out to our support team and we’d be happy to change this for you)
You can search for who or what in your CRM you want to link the note to when you sync.
Once you’ve made your selection and filled out the required fields, you can sync the note to your CRM by clicking on the Sync to CRM now button.
Want to learn about how to share your meeting with another Jump user? Check out this help center article