Background
When multiple people from one firm attend a meeting in Jump (Zoom, Meet, Teams, etc.), Jump will generate one set of meeting notes, because it doesn't want multiple people syncing duplicative notes and tasks to their CRM. Only one of the users will see these meeting notes by default, though they can share it with their teammates.
In this article, we'll describe how Jump decides who should own the meeting, and what options you have for sharing the meeting or granting broad meeting visibility to your team from the get-go.
How does Jump decide who should own the meeting?
Jump follows the following flow.
First, the owner of a meeting will be the user who manually sent the notetaker to the meeting, if the notetaker was sent manually.
Next, consider only the pool of Jump users who have the event on their calendar. Then:
Assign it to the Jump user with automations.
If that doesn't decide it, assign it to the Jump user who was the event organizer.
If that doesn't decide it, assign it to the Jump user whose full name is on the attendee list for the meeting.
If that doesn't decide it, assign it to the longest-tenured Jump user (the one who created their account first).
If no one fits the above criteria (i.e., no Jump user had the event on their calendar), look at all users in the account, and follow essentially the same flow, but for that set of users.
How can you share a meeting with another Jump user in your account?
Just go to the meeting in Jump, click on the three dots next to the meeting name, and click "Share meeting."
Then select one or more users in your account to share the meeting with!
How can I set up my team so that I can see all of my teammates' meetings?
If you're okay having a teammate see all of your meetings, or your seeing all of a teammates meetings, reach out to [email protected] to describe which users you'd like to have share meetings automatically, and we can get this set up for you!