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Where is Jump pulling information from to create my Pre Meeting Prep?

Learna about Pre Meeting Prep Sources

Nathan Tailleur avatar
Written by Nathan Tailleur
Updated over a week ago

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.

If you want to see the exact object in your CRM (or which meeting in Jump) for the the Pre Meeting Prep Source. See below for reference

Like in the screenshot above, Jump will show a logo of the source where Jump pulled the information. 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 appear when you clicked on the Pre Meeting Prep Source.

Jump will redirect you to the object where the information was pulled for that particular section of the Pre Meeting Prep.

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