Who has access to this feature?
Full users
Lite users who are Team admin
After reviewing the tasks, you can sync them to your CRM using the Sync to [CRM] button under the Follow-up tasks section in a given meeting page.
If you need to create a task manually first, you can click the Add task button below the generated tasks and add it.
In the sync window, you can reassign tasks to your teammates by clicking the name of the preselected assignee, change task type via the dropdown on the left (depending on your CRM, these can include Case or Workflow) and make any other changes to the tasks in this window before you sync them over.
In the Related to box, select the client (contact or account) that the task pertains to. Then, you are ready to sync the tasks to your CRM. Click on the green Sync these tasks to [CRM] button to complete this step.
After tasks are synced to your CRM, they have a Synced status and become mostly read-only in Jump. After syncing, you can delete the tasks from Jump, then they will only exist in your CRM.
Need help syncing a task from Jump to your CRM? Reach out to [email protected] for assistance.