Who is this for?
Full users
You can use the Jump iOS mobile app to capture in-person meetings, whether they’re scheduled on your calendar or taken ad hoc. Additionally, you can access the Join my call feature from the mobile app if you need to capture a phone call with a client.
Note: Access to the Join my call feature may be restricted by your broker-dealer or parent account.
Capturing a scheduled in-person meeting
To capture an in-person meeting that’s on your calendar, go to the Today tab and click on the specific meeting.
When you’re ready to capture, click the Capture meeting audio button from within the meeting page.
You can click the red pause button if you need to temporarily stop the meeting capture.
When you’re ready to resume the capture, click the red Resume button. If needed, use the Meeting playback feature to listen back to what’s been captured so far.
Once you’ve completed the meeting capture, click the red pause button, then select Upload to submit the audio and generate the notes.
Capturing a spontaneous in-person meeting
If you need to capture an in-person meeting that’s not on your calendar, go to the Today tab, then click the New meeting capture button at the bottom of the screen.
Alternatively, you can click the green New Meeting button on the top of the screen to immediately start capturing.
When you’re ready to end the capture, click the red pause button.
In the new window that appears, give the meeting a name and click Submit to upload the audio to Jump and generate the notes. You could also use the Save Draft button if you’re not yet ready to submit the audio.
If you save the meeting as a draft, you will see it in your meeting list, with the option to upload when you’re ready.
Capturing a phone call
You can also send the Jump notetaker to an active phone call using the mobile app. Go to the Today tab, click the Join my call button.
In the new window that opens, enter the phone number you’d like the Jump notetaker to call (usually, this is your own phone number), accept and merge the notetaker into your existing call.
For more information on this step, see here: How to capture a phone call with Jump.
Note: If you want to capture a phone call you’re taking on your mobile device that has the Jump app, you must use the Join my call feature. You cannot use the red New meeting capture button to capture your phone call conversation.
How to sync notes to your CRM
After capturing a meeting using the Jump notetaker, you can edit and sync the notes to your CRM directly from the mobile app. Here’s how:
Go to the Meetings tab and click on the captured meeting.
When the notes are ready to review, you will see Status: Meeting Completed.
Scroll down to see the prepared meeting notes.
Use the Edit button to make changes to the notes, if needed.
Click on the provided automation to sync the note to your connected CRM.
Note: To make changes to your integrations or adjust your automations, you’ll need to do so from the web browser at my.jumpapp.com.
Still have questions about the Jump iOS app? Reach out to [email protected] for assistance.