Who can access this feature?
Full users
Lite users who are Team admin
If your CRM is connected to Jump, Jump pulls information from the notes attached to your client in your CRM: contacts, accounts, opportunities, events, activities, and important information.
If your CRM is not connected to Jump, Jump will search for past meeting notes in Jump that are related to your client.
How to view pre-meeting prep sources
You can see the specific source of a piece of information in the pre-meeting prep note using the buttons within the note. See below for reference
Like in the screenshot above, Jump will show a logo of the source that Jump pulled the information from. If you click on the source icon, Jump will indicate where exactly the information was pulled from.
If you want to go to the object, simply click on the window that appears when you clicked on the source logo.
Jump will redirect you to the object where the information was pulled for that particular section of the pre-meeting prep.
Have questions about how Jump generates pre-meeting prep? Contact [email protected] for assistance.