Who can use this feature?
All users
The Contacts tab in Jump provides a unified place to manage and view client information, including:
Meetings
Meeting prep
Notes
Tasks
AI-generated insights/signals
Linked documents
Forms
Emails
Contacts can come from:
Your connected CRM (auto-imported)
Manual creation (Jump Native)
Meeting participants
CSV imports
Smart Forms (for Onboard users)
"Contact not found" flow from the Outlook add-in
This allows you to prepare for meetings more effectively by connecting historical data with specific clients.
Key things to know
Jump can store and manage contacts with or without a CRM
Contacts are matched and deduplicated by email address
CRM contacts become first-class records in Jump
Contacts remain in Jump even if a CRM is disconnected
Jump combines CRM data + meeting insights into a single profile
Each Jump contact can be associated with one CRM record at a time
Household contacts are imported automatically from connected CRMs, and can also be created directly in Jump
Contacts can be deleted from Jump at any time - but this will not delete the contact in your connected CRM
Where to find Contacts
Open Jump
Navigate to Contacts in the main navigation menu
This page shows your full contact list in an A–Z rolodex format. You can:
Scroll alphabetically
Filter by All types, Individual, and Household
Use the search bar to find contacts by name or email
Each contact displays live cards showing which integrations the contact is connected to.
How to use Contacts
Sync contacts from your CRM
If you have a CRM connected, contacts will automatically appear in this list—no manual entry required. Jump syncs new contacts multiple times per day to keep your list up to date.
Create a contact manually
Go to the Contacts page
Click + Create Contact
Select whether you are creating an Individual or Household contact, then enter the relevant details
Click Create contact
Jump uses the email address to prevent duplicates.
If a contact with that email already exists, Jump adds the new information to the existing profile.
Create a contact from a meeting
You can also create or link contacts while reviewing meetings.
Open a meeting
Click the meeting participant
Choose Link to contact (for an existing contact) or Create contact
This connects the participant to their contact profile.
Note: Automatic contact creation is an account-level setting. Account owners can turn it on under Account settings > Contacts > Automatic contact creation. When on, Jump creates a contact for any meeting attendee who has a valid email address, a first and last name, and isn't already linked to an existing contact. Turning it off won't affect contacts that have already been created.
Import contacts from a CSV file
If you already have contacts in a spreadsheet, Jump can import them for you. Account owners can bulk-import contacts from Account settings > Contacts >
Import contacts from CSV.
1. Go to Profile & settings > Account settings > Contacts.
2. Scroll to Import contacts from CSV.
3. Drag and drop your CSV file, or click Choose file. Exports from
Salesforce, RedTail, and WealthBox are supported.
4. Click Import contacts.
Your CSV needs first name, last name, and email columns. Common variations on
those header names are accepted. Imported contacts follow your account's
contact sharing setting.
Understanding contact profiles
There are two types of contact profiles that Jump supports: Individuals and Households.
Individuals
Navigate to the Contacts tab, and filter by Individuals.
Clicking a contact opens their Contact Detail Page, which brings together everything Jump knows about that person.
The Contact Detail Page for Individuals is organized into 7 tabs:
Overview: This section gives you a summary of the contact's relationship, accounts, and recent activity.
Fact Card: This section displays a fact chart of the contact's information. You may edit these fields at any time by clicking the Add Value button.
Signals: Provides contact-specific signals.
Meetings: Provides a list of past meetings in which the contact was an attendee.
Meeting Prep: Allows you to generate meeting prep for this specific contact on demand, regardless of any meeting status.
Documents: Displays a list of all documents associated with this contact. You may also upload documents from this page by clicking the + Upload Documents button.
Forms: Displays a list of all forms associated with this contact. You may also send a new form, or enrich a form for this contact by using the Send Form, or Enrich Form buttons.
You may also start a new meeting with the contact directly from the contact's page by using the New meeting button. This will give you the option to capture an in-person meeting or dictation now, uploading existing meeting audio, or send the notetaker to a virtual meeting room.
Delete a contact
You can delete a contact from the Contact Detail Page by clicking on the kebab menu > Delete contact. The contact will be deleted from Jump only if it is not actively connected to a CRM.
If the contact is still stored in your connected CRM, you'll need to delete it from that platform as well. (e.g., RedTail, WealthBox, Salesforce).
Households
A Household in Jump represents a parent record that groups individual contacts together—mirroring the household relationships you manage in your CRM.
Navigate to the Contacts tab, and filter by Household.
Household contacts appear automatically for accounts with active integrations to Salesforce, Microsoft Dynamics, RedTail, or WealthBox. You can also create a Jump-native household directly in the app by clicking + Create Contact and selecting Household.
Clicking a Household contact opens their Contact Detail Page, which brings together everything Jump knows about that Household.
The Contact Detail Page for Households is organized in the same manner as the contact detail page for individual contacts. There is also an additional Members tab, which when clicked, will display all current members of this household. You may add new members to this household by clicking the + Add member(s) button.
Note: Account owners can change the word Jump uses for grouped contacts under Account settings > Contacts > Household label, choosing either Household or Account. If your firm uses Account, you'll see that word instead of Household throughout the product.
How Jump Contacts work with your CRM
Jump supports integrations with:
Salesforce
RedTail
WealthBox
HubSpot
Microsoft Dynamics
SmartOffice
Advyzon
Advisor Engine
Karbon
LeadCenter.AI
MedicarePRO
Practifi
XLR8
Zoho
When a CRM is connected:
Contacts are imported and matched by email
No duplicate contacts are created
Household relationships are imported automatically for Salesforce, Microsoft Dynamics, RedTail, and WealthBox
Important behaviors:
CRM data always takes priority
Jump adds meeting insights and manual information without overwriting CRM data
If you disconnect your CRM, all contacts and meeting data remain in Jump
Note: Advyzon contacts cannot be bulk imported at this time. However, contacts will be auto-imported to Jump when email addresses for those contacts are found in a calendar event. Advyzon contacts can also be manually linked to Jump via the search bar in the Contacts tab.
Note: Full custom mapping support is available for Salesforce and Microsoft Dynamics 365. Reach out to [email protected] for more information.
Contact visibility and team sharing
Contacts are shared across your team, meaning everyone can see the same contact list. Whether contacts are shared across your whole account depends on a setting account owners control.
However, certain details may only be visible to specific users.
CRM data is visible only to the user who connected that CRM
Manually added contact details are visible to the person who created them
Meeting notes and AI insights follow the meeting’s access permissions
Note: Account owners can turn account-wide contact visibility on or off under
Account settings > Contacts > Contact sharing. When it's on, everyone in your
account can search all Jump contacts. When it's off, users only see contacts
created by members of their own team(s). Changes can take a few minutes to
take effect.
How to add contacts to past meetings
You can link contacts to past meetings that were captured and processed by Jump. This may be useful when clients were not listed as attendees before the meeting occurred, like for in-person or impromptu meetings.
Go to Meetings > AI-processed and click on the specific meeting.
Click the Edit button to the right of the existing attendees.
In the pop-up window that opens, click into the Meeting attendees field, and start typing the contact you want to add. Available contacts that match will appear.
Select the relevant contact to add them to the meeting.
You can also remove attendees from the meeting by hovering over a name and clicking on the trash can icon that appears.
Before exiting, click the green Save button to confirm your changes.
Frequently asked questions (FAQs)
What happens if I disconnect my CRM?
Your contacts and meeting data remain in Jump. Nothing is deleted.
Can Jump prevent duplicate contacts?
Yes. Jump matches contacts by email address and merges information into a single contact record.
Can I delete contacts?
Yes. Contacts can be deleted from their Contact Detail Page, as long as they are not actively connected to a CRM. Keep in mind that all meetings, meeting prep, reports, and AI outputs for that contact will be lost once the contact is deleted.
Need more help?
Chat: In your Jump account, click Help > Chat with support.
Email: [email protected]