# Jump Help Center

> Help center for Jump

## Getting Started

- [How to create an account](https://help.jumpapp.com/en/articles/10080320-how-to-create-an-account.md): Get started and invite your team to use Jump.
- [How to log in when you don't use Microsoft 365 or Gmail](https://help.jumpapp.com/en/articles/9949483-how-to-log-in-when-you-don-t-use-microsoft-365-or-gmail.md): If you don't use the two common email services, you can access your Jump account via secure email code.
- [Understanding Core vs. Scale vs. Ramping accounts](https://help.jumpapp.com/en/articles/11573993-understanding-core-vs-scale-vs-ramping-accounts.md): Compare the differences between Ramping, Core, and Scale accounts in Jump to determine which is the right fit for your needs.
- [The difference between a Lite and Full seat user](https://help.jumpapp.com/en/articles/11333452-the-difference-between-a-lite-and-full-seat-user.md): Understanding Full and Lite seat users in Jump
- [Getting started with Jump](https://help.jumpapp.com/en/articles/10966378-getting-started-with-jump.md): Welcome to Jump! Use this guide to set up your account and get the most value before, during, and after your meetings.
- [How to receive Jump notifications](https://help.jumpapp.com/en/articles/9842820-how-to-receive-jump-notifications.md): Adjust your settings to get notified when pre-meeting prep is ready and/or when a meeting is done processing.
- [How to set up a Lite user on your Jump account](https://help.jumpapp.com/en/articles/11801569-how-to-set-up-a-lite-user-on-your-jump-account.md): Add a new Lite user to your account? Here’s how to set them up properly to support your workflows.
- [Startup guide for Lite users](https://help.jumpapp.com/en/articles/11794772-startup-guide-for-lite-users.md): Here's how to get started in Jump as a new Lite user.
- [What support options are available?](https://help.jumpapp.com/en/articles/11770334-what-support-options-are-available.md): How to get in touch with the Jump support team.
- [Startup guide for Full users on the Meet plan](https://help.jumpapp.com/en/articles/11994252-startup-guide-for-full-users-on-the-meet-plan.md): How to get started in Jump as a Full seat user.
- [Troubleshooting Microsoft admin approval in Jump](https://help.jumpapp.com/en/articles/12860793-troubleshooting-microsoft-admin-approval-in-jump.md): Learn the steps to get Microsoft admin approval and create your Jump account.
- [How to talk with clients about Jump](https://help.jumpapp.com/en/articles/13260884-how-to-talk-with-clients-about-jump.md): Not sure how to introduce Jump to your clients? Use this guide to talk through the benefits of using Jump, or print it out so it's handy at your desk.
- [Understanding Meet, Onboard, and Grow](https://help.jumpapp.com/en/articles/13952138-understanding-meet-onboard-and-grow.md): Compare Jump’s products to determine which capabilities are right for your firm.
- [Frequently asked questions about Jump \(FAQs\)](https://help.jumpapp.com/en/articles/9834335-frequently-asked-questions-about-jump-faqs.md): Answering some of the most common questions users have when using Jump.
- [How to navigate the main Jump UI](https://help.jumpapp.com/en/articles/9546775-how-to-navigate-the-main-jump-ui.md): Get familiar with the Jump interface and know where to access the main features.
- [Complete your first client intake workflow in Jump Onboard](https://help.jumpapp.com/en/articles/14323845-complete-your-first-client-intake-workflow-in-jump-onboard.md): Learn how to get immediate value out of Jump's Onboard plan
- [Getting started with Jump Grow](https://help.jumpapp.com/en/articles/14856141-getting-started-with-jump-grow.md): Set up your first Scorecards and Pulses and learn more about Grow.
- [How to upgrade your Jump trial to a paid subscription](https://help.jumpapp.com/en/articles/16164045-how-to-upgrade-your-jump-trial-to-a-paid-subscription.md): Enjoying Jump so far? Here is how to upgrade your Jump account at the end of your free trial.

## Prepare for Meetings

- [How and why to sync my events into the Upcoming tab of Jump](https://help.jumpapp.com/en/articles/9547068-how-and-why-to-sync-my-events-into-the-upcoming-tab-of-jump.md): Connect your calendar to Jump so the notetaker can find and attend your upcoming events.
- [How can I set up Jump so the notetaker is sent to my meeting automatically?](https://help.jumpapp.com/en/articles/11081658-how-can-i-set-up-jump-so-the-notetaker-is-sent-to-my-meeting-automatically.md): Learn how to ensure the notetaker joins your video call automatically
- [Where is Jump pulling information from to create my pre-meeting prep?](https://help.jumpapp.com/en/articles/11333427-where-is-jump-pulling-information-from-to-create-my-pre-meeting-prep.md): Learn about pre-meeting prep sources
- [How to ensure Jump uses the correct CRM profile for pre-meeting prep](https://help.jumpapp.com/en/articles/9930796-how-to-ensure-jump-uses-the-correct-crm-profile-for-pre-meeting-prep.md): Tips for ensuring Jump uses the correct client information.
- [How to automatically generate pre-meeting notes at a preferred time](https://help.jumpapp.com/en/articles/9930552-how-to-automatically-generate-pre-meeting-notes-at-a-preferred-time.md): Set how far in advance of your meetings Jump will generate pre-meeting prep notes.
- [How to generate pre-meeting prep on demand](https://help.jumpapp.com/en/articles/10089018-how-to-generate-pre-meeting-prep-on-demand.md): Manually generate pre-meeting prep to help prepare you for upcoming client meetings
- [How to ensure Jump records the correct client name](https://help.jumpapp.com/en/articles/9971757-how-to-ensure-jump-records-the-correct-client-name.md): Ensure the correct name and spelling are used in your meeting notes.
- [How to prevent Jump from identifying me or my teammates as the client](https://help.jumpapp.com/en/articles/9842494-how-to-prevent-jump-from-identifying-me-or-my-teammates-as-the-client.md): Add an alternate email to your account to help Jump recognize which meeting attendees are not clients.
- [How to filter events in my Upcoming tab](https://help.jumpapp.com/en/articles/9237868-how-to-filter-events-in-my-upcoming-tab.md): Get Jump to filter out unwanted calendar events that it should not attend and capture
- [How to set the meeting owner or event type before a meeting begins](https://help.jumpapp.com/en/articles/11699290-how-to-set-the-meeting-owner-or-event-type-before-a-meeting-begins.md): Designate an owner or choose the meeting event type ahead of time to ensure the correct automations run after the meeting.
- [How to default meeting ownership to a Full user](https://help.jumpapp.com/en/articles/12162359-how-to-default-meeting-ownership-to-a-full-user.md): Ensure notes get created by always automatically assigning meetings from a Lite user to a designated Full user.
- [How does pre-meeting prep work in Jump?](https://help.jumpapp.com/en/articles/13146653-how-does-pre-meeting-prep-work-in-jump.md): What is Pre-Meeting Prep in Jump, who can use it, and how it works.
- [How private meetings work in Jump](https://help.jumpapp.com/en/articles/13418754-how-private-meetings-work-in-jump.md): Jump supports private meetings from Google or Microsoft \(Outlook 365 and Exchange\) calendars to Jump. Users can capture sensitive or private events in Jump without exposing those meetings to their ...
- [Meeting Scheduling in Jump](https://help.jumpapp.com/en/articles/13801949-meeting-scheduling-in-jump.md): Create booking windows, share a direct link, and let clients self-schedule based on your real calendar availability.
- [How to use meeting agendas in Jump](https://help.jumpapp.com/en/articles/13944098-how-to-use-meeting-agendas-in-jump.md): Jump helps you prepare for meetings AND run them better — with auto-generated agendas alongside your pre-meeting prep.
- [Shared Calendars in Meeting Scheduling](https://help.jumpapp.com/en/articles/14626414-shared-calendars-in-meeting-scheduling.md): Offer a single booking link that checks availability across two advisors at the same time, so clients only see times when everyone is free.
- [Scheduling Admin for Booking Windows](https://help.jumpapp.com/en/articles/14626948-scheduling-admin-for-booking-windows.md): Empower team members to manage booking windows for advisors—streamlining scheduling without requiring full user access.
- [E-Comms Supervision in Jump](https://help.jumpapp.com/en/articles/14741914-e-comms-supervision-in-jump.md): Ensure all client communications flow through your firm’s compliance supervision system
- [Landing Pages in Jump](https://help.jumpapp.com/en/articles/15383115-landing-pages-in-jump.md): Create personalized booking pages with your profile, scheduling options, and required disclosures—all in one place.
- [How to use the Pre-meeting Prep Template gallery](https://help.jumpapp.com/en/articles/16020864-how-to-use-the-pre-meeting-prep-template-gallery.md): Learn how to use Jump's Pre-meeting Prep templates to to create your ideal meeting prep notes.

## Capture Meetings

- [How to capture a phone call with Jump](https://help.jumpapp.com/en/articles/10073183-how-to-capture-a-phone-call-with-jump.md): For capturing over-the-phone meetings, Jump users have the option to use the Join My Call feature or a supported VoIP integration.
- [How to capture in-person meetings](https://help.jumpapp.com/en/articles/9837730-how-to-capture-in-person-meetings.md): Jump users can capture audio using the web browser version of Jump or using the Jump iOS or Android apps.
- [How to send a notetaker to my meeting last-minute](https://help.jumpapp.com/en/articles/9547523-how-to-send-a-notetaker-to-my-meeting-last-minute.md): My notetaker isn't here! Learn how to get it to show up ASAP so it can capture your current meeting.
- [How to upload an audio file of a past meeting to Jump](https://help.jumpapp.com/en/articles/9061352-how-to-upload-an-audio-file-of-a-past-meeting-to-jump.md): If you captured a meeting outside Jump, upload the media file to your account to generate notes and other AI outputs.
- [How to have the notetaker capture a spontaneous meeting](https://help.jumpapp.com/en/articles/9401357-how-to-have-the-notetaker-capture-a-spontaneous-meeting.md): Getting the Jump notetaker to capture a meeting that's not on your schedule
- [How to upload a meeting when it’s captured in multiple parts](https://help.jumpapp.com/en/articles/9939680-how-to-upload-a-meeting-when-it-s-captured-in-multiple-parts.md): You may have parts of a meeting captured separately. Here is how to combine and re-upload them so Jump processes it as one meeting.
- [How to download and navigate Jump's iOS app](https://help.jumpapp.com/en/articles/9546913-how-to-download-and-navigate-jump-s-ios-app.md): Getting the Jump app on your iOS device.
- [How to download and navigate Jump's Android app](https://help.jumpapp.com/en/articles/9823573-how-to-download-and-navigate-jump-s-android-app.md): Getting the Jump app on your Android device and learning how to navigate the UI.
- [How to use Jump with VoIP services](https://help.jumpapp.com/en/articles/9853434-how-to-use-jump-with-voip-services.md): Capture phone calls and generate meeting notes in Jump via a VoIP integration.
- [How to capture a meeting with RingCentral](https://help.jumpapp.com/en/articles/9628259-how-to-capture-a-meeting-with-ringcentral.md): Learn how to use the Jump to capture your RingCentral calls.
- [How to send the notetaker right from my Zoom meeting](https://help.jumpapp.com/en/articles/11032094-how-to-send-the-notetaker-right-from-my-zoom-meeting.md): Add, pause, or remove the Jump notetaker directly from your Zoom meetings.
- [How to enable microphone access for Jump](https://help.jumpapp.com/en/articles/9056588-how-to-enable-microphone-access-for-jump.md): Learn how to grant microphone access in your browser so Jump can capture meeting audio and generate notes.
- [Common notetaker errors when using Zoom](https://help.jumpapp.com/en/articles/9294146-common-notetaker-errors-when-using-zoom.md): Common situations that prevent the Jump Notetaker from capturing on Zoom
- [Common notetaker errors when using Microsoft Teams](https://help.jumpapp.com/en/articles/9294471-common-notetaker-errors-when-using-microsoft-teams.md): Frequently asked questions and errors when capturing a meeting with the Jump Notetaker in Microsoft Teams
- [How to manage meeting capture consent](https://help.jumpapp.com/en/articles/10064437-how-to-manage-meeting-capture-consent.md): Determine how Jump should handle consent monitoring when capturing a meeting.
- [How to disable the notetaker](https://help.jumpapp.com/en/articles/9959411-how-to-disable-the-notetaker.md): Learn what to do if you don't want the Jump notetaker to capture a meeting.
- [How to control when the notetaker enters your meetings](https://help.jumpapp.com/en/articles/11832214-how-to-control-when-the-notetaker-enters-your-meetings.md): Adjust notetaker timing settings to control when your Jump notetaker joins and leaves meetings.
- [Dos and don'ts of capturing a meeting from the Jump web browser](https://help.jumpapp.com/en/articles/11852521-dos-and-don-ts-of-capturing-a-meeting-from-the-jump-web-browser.md): Setting you up for success to capture in-person meetings with Jump.
- [Dos and don'ts of using the Jump mobile app to capture a meeting](https://help.jumpapp.com/en/articles/11870574-dos-and-don-ts-of-using-the-jump-mobile-app-to-capture-a-meeting.md): Avoid common pitfalls when using the Jump mobile app and ensure important conversations are successfully uploaded to your account.
- [How to use the Jump iOS app](https://help.jumpapp.com/en/articles/12431076-how-to-use-the-jump-ios-app.md): Capturing in-person meetings and syncing notes to your CRM on-the-go with the iOS mobile app.
- [How to capture a meeting with Jump's Android app](https://help.jumpapp.com/en/articles/12460800-how-to-capture-a-meeting-with-jump-s-android-app.md): Using the Jump app on your Android device to capture in-person meetings and sync notes to your CRM.
- [How to send the Jump notetaker to a meeting from the calendar event](https://help.jumpapp.com/en/articles/15062960-how-to-send-the-jump-notetaker-to-a-meeting-from-the-calendar-event.md): Send the notetaker directly from a scheduled meeting in your Upcoming tab.

## Meeting Notes & Follow-Ups

- [Where do I find my notes for a meeting?](https://help.jumpapp.com/en/articles/11088594-where-do-i-find-my-notes-for-a-meeting.md): Learn how to access meeting notes in Jump.
- [How do I edit and sync notes to my CRM](https://help.jumpapp.com/en/articles/9853681-how-do-i-edit-and-sync-notes-to-my-crm.md): Learn how to edit the notes generated by Jump after your meeting and sync those notes to your CRM.
- [How to sync Jump tasks to my CRM](https://help.jumpapp.com/en/articles/9055647-how-to-sync-jump-tasks-to-my-crm.md): Transfer tasks to your CRM after a meeting.
- [How does the recap email work?](https://help.jumpapp.com/en/articles/11089285-how-does-the-recap-email-work.md): Learn about the recap email Jump will produce for client meetings
- [How to title a meeting](https://help.jumpapp.com/en/articles/9930543-how-to-title-a-meeting.md): Understanding how Jump auto-titles meetings and how you can rename them.
- [How to view meeting transcripts](https://help.jumpapp.com/en/articles/9298593-how-to-view-meeting-transcripts.md): Access transcripts to rename speakers, review the conversation, and more.
- [How and why to rename speakers](https://help.jumpapp.com/en/articles/9842619-how-and-why-to-rename-speakers.md): Ensure dialogue gets attributed to the correct meeting attendee for accurate notes, follow-ups, and record-keeping.
- [How and why to reprocess a meeting or individual automations](https://help.jumpapp.com/en/articles/9842557-how-and-why-to-reprocess-a-meeting-or-individual-automations.md): Reprocessing in Jump will regenerate notes, tasks, recap emails, and other action items.
- [How to download audio/video from a meeting captured by Jump](https://help.jumpapp.com/en/articles/9939718-how-to-download-audio-video-from-a-meeting-captured-by-jump.md): Download the audio and/or video from a past meeting in Jump.
- [How does sharing meeting notes with another Jump user work?](https://help.jumpapp.com/en/articles/11088714-how-does-sharing-meeting-notes-with-another-jump-user-work.md): Learn how to share meetings automatically or manually with other Jump users and what sharing entails
- [Who can see meeting notes if there were multiple attendees from my firm?](https://help.jumpapp.com/en/articles/9916677-who-can-see-meeting-notes-if-there-were-multiple-attendees-from-my-firm.md): Understanding how meeting ownership is determined by Jump
- [How to delete a processed meeting](https://help.jumpapp.com/en/articles/9930419-how-to-delete-a-processed-meeting.md): You can permanently remove a meeting from Jump after syncing the notes and tasks to your CRM.
- [How to delete a processed meeting note](https://help.jumpapp.com/en/articles/9917652-how-to-delete-a-processed-meeting-note.md): Learn to remove a note from a past meeting in Jump.
- [How to get Jump to automatically delete media & transcripts](https://help.jumpapp.com/en/articles/9072064-how-to-get-jump-to-automatically-delete-media-transcripts.md): Customize your Jump experience by adjusting your data storage policy.
- [What to do if I can't find a recording](https://help.jumpapp.com/en/articles/9547312-what-to-do-if-i-can-t-find-a-recording.md): Troubleshooting steps to find a missing recording in Jump.
- [How to export notes when you don't have a CRM integration](https://help.jumpapp.com/en/articles/11333235-how-to-export-notes-when-you-don-t-have-a-crm-integration.md): Get a copy of your notes outside of Jump, even if you don't have a CRM connected.
- [How to access Redtail task templates](https://help.jumpapp.com/en/articles/11202124-how-to-access-redtail-task-templates.md): Use pre-built task templates to sync tasks from Jump to Redtail.
- [How to sync tasks as all-day activities in Redtail](https://help.jumpapp.com/en/articles/10069421-how-to-sync-tasks-as-all-day-activities-in-redtail.md): A guide for changing the default task settings in Jump
- [Options for updating an object in my CRM](https://help.jumpapp.com/en/articles/11379737-options-for-updating-an-object-in-my-crm.md): Learn how you can combine Jump's notes with pre-existing fields in your CRM
- [What are blended updates and how do they work?](https://help.jumpapp.com/en/articles/11032671-what-are-blended-updates-and-how-do-they-work.md): How to intelligently update your CRM fields using AI.
- [How to use Jump to create dictation notes](https://help.jumpapp.com/en/articles/11593427-how-to-use-jump-to-create-dictation-notes.md): Record and convert your spoken notes into formatted meeting notes and tasks with the Dictation / Voice Memo meeting type in Jump.
- [How Jump handles attendees & speakers in meetings](https://help.jumpapp.com/en/articles/11996829-how-jump-handles-attendees-speakers-in-meetings.md): Jump helps you maintain accurate records of who attended your important conversations.
- [What is the status of my meeting processing?](https://help.jumpapp.com/en/articles/12162167-what-is-the-status-of-my-meeting-processing.md): Understand the different processing stages for a meeting after it's been captured.
- [Using Ask anything in Jump meetings](https://help.jumpapp.com/en/articles/12738978-using-ask-anything-in-jump-meetings.md)
- [Archiving meetings in Jump](https://help.jumpapp.com/en/articles/13537573-archiving-meetings-in-jump.md): Keep your workspace clean while still holding onto important conversations you may need later.
- [Unified Action Items in Jump](https://help.jumpapp.com/en/articles/14625364-unified-action-items-in-jump.md): One place to view and manage all Jump-generated action items—tasks, CRM updates, and follow-ups—so you can act on them quickly in bulk.
- [How Jump creates high-quality meeting transcripts](https://help.jumpapp.com/en/articles/14828161-how-jump-creates-high-quality-meeting-transcripts.md): Jump turns meeting audio into accurate, speaker-aware transcripts that power all post-meeting outputs.

## AI Tools, Automation & Insights

- [Customization at Jump](https://help.jumpapp.com/en/articles/11691007-customization-at-jump.md): Learn how to customize your notes and recap emails in Jump
- [How to make a feature request](https://help.jumpapp.com/en/articles/10089050-how-to-make-a-feature-request.md): Would you like to see a specific feature or integration in Jump?
- [How to create a new meeting type](https://help.jumpapp.com/en/articles/10089081-how-to-create-a-new-meeting-type.md): Personalize your Jump account by adding a new meeting type and automations.
- [How to use scorecards to get insight into my meetings](https://help.jumpapp.com/en/articles/11407670-how-to-use-scorecards-to-get-insight-into-my-meetings.md): Scorecards are a great way to get insight into what is happening in meetings at your firm and identify possible coaching opportunities.
- [Scorecard reports](https://help.jumpapp.com/en/articles/11487791-scorecard-reports.md): Aggregate and analyze all of your scorecards in one place to identify trends and dive into the underlying data.
- [How to generate marketing content with Jump](https://help.jumpapp.com/en/articles/11724026-how-to-generate-marketing-content-with-jump.md): Automatically turn meetings into draft social media posts to stay visible to clients and prospects without adding extra work to your day.
- [How to customize AI outputs in Jump: An overview](https://help.jumpapp.com/en/articles/9941383-how-to-customize-ai-outputs-in-jump-an-overview.md): Learn how Jump generates AI outputs and the steps to customize prompt templates.
- [How and why to track keywords in Jump](https://help.jumpapp.com/en/articles/9842724-how-and-why-to-track-keywords-in-jump.md): Get additional insights into your meetings by tracking certain keywords.
- [How to use AI Associate](https://help.jumpapp.com/en/articles/11824817-how-to-use-ai-associate.md): Providing financial advisors fast and intelligent answers to save time and improve client service.
- [How to set up automations](https://help.jumpapp.com/en/articles/12043223-how-to-set-up-automations.md): Save time by automatically generating meeting notes, follow-up emails, and tasks based on your meeting types.
- [Tips for using Jump with zero transcript retention](https://help.jumpapp.com/en/articles/12452440-tips-for-using-jump-with-zero-transcript-retention.md): Use these suggestions to keep your meeting notes accurate and useful without retaining transcripts in Jump.
- [Using Smart Forms in Jump](https://help.jumpapp.com/en/articles/12677406-using-smart-forms-in-jump.md): Learn how Jump can help you build, send, and auto-fill intake forms and sync the collected information to your CRM.
- [How to use the Insights Dashboard](https://help.jumpapp.com/en/articles/12141818-how-to-use-the-insights-dashboard.md): Gather intelligence at-a-glance from your client conversations.
- [Using Contacts in Jump](https://help.jumpapp.com/en/articles/13943325-using-contacts-in-jump.md): Contacts create a centralized source of truth for all client-related information in Jump—whether they come from your CRM or are created directly in Jump.
- [How to use Flash Surveys](https://help.jumpapp.com/en/articles/13907571-how-to-use-flash-surveys.md): Flash surveys help users answer questions about past meetings using the meeting transcripts.
- [How to use Playbooks](https://help.jumpapp.com/en/articles/13929612-how-to-use-playbooks.md)
- [How to use Pulses](https://help.jumpapp.com/en/articles/13907370-how-to-use-pulses.md): Create always-on questions that run across future meetings and show trends over time.
- [How to use Signals](https://help.jumpapp.com/en/articles/13906830-how-to-use-signals.md): Get insights on possible opportunities Jump identifies from your meetings.
- [How to use Document Intelligence](https://help.jumpapp.com/en/articles/14082117-how-to-use-document-intelligence.md)
- [Using Document Intelligence to automate Holdings CSV import for RightCapital](https://help.jumpapp.com/en/articles/14831603-using-document-intelligence-to-automate-holdings-csv-import-for-rightcapital.md): Use Document Intelligence to speed up your process updating holdings in RightCapital
- [How to use Note Templates](https://help.jumpapp.com/en/articles/15696392-how-to-use-note-templates.md): Create and manage reusable templates for meeting notes for your own profile.

## Integrations

- [How and why to connect my CRM to Jump](https://help.jumpapp.com/en/articles/9853602-how-and-why-to-connect-my-crm-to-jump.md): Integrate Jump with your CRM to produce pre-meeting prep notes and reduce the need for manual data entry.
- [How to configure Zoom and connect it to Jump](https://help.jumpapp.com/en/articles/9242364-how-to-configure-zoom-and-connect-it-to-jump.md): Learn how to connect Jump to Zoom, and how to adjust your Zoom settings so that your Jump notetaker can successfully capture meetings.
- [How and why to connect Microsoft Exchange to Jump](https://help.jumpapp.com/en/articles/9548445-how-and-why-to-connect-microsoft-exchange-to-jump.md): Complete the Microsoft Exchange integration so Jump can access your upcoming calendar events.
- [How to work with the Redtail Calendar in Jump](https://help.jumpapp.com/en/articles/9853305-how-to-work-with-the-redtail-calendar-in-jump.md): Why connect your Redtail Calendar to Jump and how to configure it properly
- [Redtail and Wealthbox CRM objects and fields available to use in Jump](https://help.jumpapp.com/en/articles/10706253-redtail-and-wealthbox-crm-objects-and-fields-available-to-use-in-jump.md): For pre-meeting prep and post-meeting notes and tasks, Jump users can sync to a variety of objects and fields in Redtail and Wealthbox.
- [HubSpot Integration](https://help.jumpapp.com/en/articles/10562003-hubspot-integration.md): How to connect your Jump and HubSpot accounts
- [Advyzon Integration](https://help.jumpapp.com/en/articles/11395720-advyzon-integration.md): Sync notes, tasks, and more between Jump and Advyzon.
- [RightCapital Integration](https://help.jumpapp.com/en/articles/11408193-rightcapital-integration.md): Learn how the integration between Jump and RightCapital works!
- [SmartOffice Integration](https://help.jumpapp.com/en/articles/11556828-smartoffice-integration.md): Sync meeting notes and tasks, and pull SmartOffice data into Jump for Pre-Meeting Prep.
- [eMoney Integration](https://help.jumpapp.com/en/articles/11604737-emoney-integration.md): Learn how the integration between Jump and eMoney works!
- [AdvisorEngine Integration](https://help.jumpapp.com/en/articles/11707389-advisorengine-integration.md): Connect your AdvisorEngine account to Jump to strengthen pre-meeting prep and streamline your post-meeting workflows.
- [Redtail Integration](https://help.jumpapp.com/en/articles/11870465-redtail-integration.md): Connect Redtail to Jump to sync your calendar, get richer pre‑meeting prep for upcoming meetings, then sync post‑meeting notes and follow‑ups back to Redtail.
- [Wealthbox Integration](https://help.jumpapp.com/en/articles/12011656-wealthbox-integration.md): How to set up and use the Wealthbox Integration with Jump for easier pre- and post-meeting workflows.
- [Zoom Phone integration](https://help.jumpapp.com/en/articles/12053812-zoom-phone-integration.md): Use Jump to take notes and generate post-meeting automations from your Zoom Phone calls.
- [Quivr Integration](https://help.jumpapp.com/en/articles/12278136-quivr-integration.md): Jump’s integration with Quivr connects your CRM data with your meeting workflow for better pre-meeting prep and streamlined post-meeting actions.
- [XLR8 Integration](https://help.jumpapp.com/en/articles/12278381-xlr8-integration.md): Jump’s integration with XLR8 connects your CRM data with your meeting workflow for better pre-meeting prep and streamlined post-meeting actions.
- [Practifi Integration](https://help.jumpapp.com/en/articles/12278696-practifi-integration.md): Jump’s integration with Practifi connects your CRM data with your meeting workflow for better pre-meeting prep and streamlined post-meeting actions.
- [Salesforce Integration](https://help.jumpapp.com/en/articles/12532128-salesforce-integration.md): Connect Jump with Salesforce to streamline pre‑meeting prep and sync notes and tasks to the right Salesforce records.
- [Fix for Salesforce OAuth connection errors](https://help.jumpapp.com/en/articles/12642351-fix-for-salesforce-oauth-connection-errors.md): Salesforce recently tightened OAuth permissions. If connecting Salesforce to Jump fails, your Salesforce admin likely needs to approve Jump as a connected app.
- [Zapier Integration](https://help.jumpapp.com/en/articles/12694050-zapier-integration.md): Use the Zapier integration to connect Jump to your external tools without needing a direct integration.
- [Zoho CRM Integration](https://help.jumpapp.com/en/articles/12895577-zoho-crm-integration.md): Integrate Jump with Zoho CRM to streamline client data sharing between the two platforms.
- [Box Integration](https://help.jumpapp.com/en/articles/12923026-box-integration.md): Save Jump meeting notes as PDFs directly to your firm’s Box folders — no downloads or renaming required.
- [Asset-Map Integration](https://help.jumpapp.com/en/articles/12901918-asset-map-integration.md): Streamline data sharing between Jump and your financial planning tool.
- [Microsoft Teams Phone Integration](https://help.jumpapp.com/en/articles/13179297-microsoft-teams-phone-integration.md): Connect Microsoft Teams Phone to automatically pull recorded calls into Jump as meetings so notes, follow-up tasks, recap emails, and other outputs can be generated.
- [TaxStatus Integration](https://help.jumpapp.com/en/articles/13188975-taxstatus-integration.md): Connect TaxStatus to bring IRS‑verified tax data directly into Jump’s Pre‑Meeting Prep so advisors can prep faster with accurate, high‑trust information.
- [GoTo Connect Integration](https://help.jumpapp.com/en/articles/13417319-goto-connect-integration.md): Use the GoTo Connect integration to automatically bring recorded inbound and outbound phone calls into Jump so they are processed just like any other meeting.
- [SharePoint Integration](https://help.jumpapp.com/en/articles/13417352-sharepoint-integration.md): Save Jump meeting notes as PDFs directly to your firm’s SharePoint folders — no downloads or renaming required.
- [Hubly Integration](https://help.jumpapp.com/en/articles/13492902-hubly-integration.md): Connect Jump with Hubly’s workflow engine so that advisors can kick off the right workflows directly from Jump follow-ups.
- [Black Diamond Integration](https://help.jumpapp.com/en/articles/13772960-black-diamond-integration.md): Learn how to set up and use Jump's integration with Black Diamond
- [Jump for Redtail](https://help.jumpapp.com/en/articles/13863787-jump-for-redtail.md): Use Jump from inside your Redtail account through an embedded \(in‑app\) experience.
- [How to connect Vonage to Jump](https://help.jumpapp.com/en/articles/13863866-how-to-connect-vonage-to-jump.md): Jump’s Vonage integration allows you to capture business phone calls and automatically generate meeting notes, transcripts, summaries, and action items.
- [Holistiplan Integration](https://help.jumpapp.com/en/articles/13980443-holistiplan-integration.md): Connect Holistiplan to Jump to include client tax planning data in your pre-meeting prep notes.
- [Orion Integration](https://help.jumpapp.com/en/articles/13909278-orion-integration.md): Connect your Orion account to Jump to get client account information included in pre-meeting prep notes.
- [Wealth.com Integration](https://help.jumpapp.com/en/articles/13910068-wealth-com-integration.md): Connect your Wealth.com account to Jump to enable seamless data sharing between the two platforms.
- [Schwab Integration](https://help.jumpapp.com/en/articles/13909979-schwab-integration.md): Connect your Schwab account to Jump to get custodian data included in your pre-meeting prep notes for a client.
- [How to integrate Karbon with Jump](https://help.jumpapp.com/en/articles/14211873-how-to-integrate-karbon-with-jump.md)
- [Google Drive Integration](https://help.jumpapp.com/en/articles/14291571-google-drive-integration.md): Save Jump meeting notes as PDFs directly to your firm’s Google Drive folders
- [How to connect Webex Calling to Jump](https://help.jumpapp.com/en/articles/14188178-how-to-connect-webex-calling-to-jump.md): Connect Webex to make or receive calls using your Webex Calling phone number.
- [LeadCenter.AI Integration](https://help.jumpapp.com/en/articles/14645212-leadcenter-ai-integration.md): Integrate Jump with LeadCenter.AI to bring data including Appointments, Calendar, Contacts, Notes, and Tasks directly into your Pre-Meeting Prep
- [How to integrate Intulse \(VoIP\) with Jump](https://help.jumpapp.com/en/articles/14857786-how-to-integrate-intulse-voip-with-jump.md): Set up Intulse to capture client calls
- [MedicarePRO Integration](https://help.jumpapp.com/en/articles/15436568-medicarepro-integration.md): Learn how to connect Jump to MedicarePRO
- [Open a Schwab account from Jump](https://help.jumpapp.com/en/articles/15694767-open-a-schwab-account-from-jump.md): Learn how to open a Schwab account from Jump using the Open accounts panel.
- [How to use Jump's MCP Client\(s\)](https://help.jumpapp.com/en/articles/15963713-how-to-use-jump-s-mcp-client-s.md): Learn how to connect Claude to Jump
- [How to Set Up the Jump Email Assistant in Outlook](https://help.jumpapp.com/en/articles/16443420-how-to-set-up-the-jump-email-assistant-in-outlook.md): Learn how to set up the Jump Email assistant in Outlook

## Account, Admin & Settings

- [Jump Account settings](https://help.jumpapp.com/en/articles/11526360-jump-account-settings.md): Configure your users' experience in Jump.
- [Compliance settings](https://help.jumpapp.com/en/articles/11526343-compliance-settings.md): Control access and settings for your users in Jump via the Compliance Settings page.
- [How to manage users on my firm's Jump account](https://help.jumpapp.com/en/articles/9959462-how-to-manage-users-on-my-firm-s-jump-account.md): Learn how to add users, update permissions, and manage your subscription.
- [How to remove a user from Jump](https://help.jumpapp.com/en/articles/10008535-how-to-remove-a-user-from-jump.md): Did a colleague leave your firm? Here's how you can remove their Jump access.
- [How to set up a team in Jump](https://help.jumpapp.com/en/articles/9632525-how-to-set-up-a-team-in-jump.md): Learn how to share meetings through our teams tab in the Account settings section
- [How to change the notetaker image](https://help.jumpapp.com/en/articles/10080210-how-to-change-the-notetaker-image.md): Who can update the Jump notetaker image and how
- [How do I rename my notetaker?](https://help.jumpapp.com/en/articles/9128677-how-do-i-rename-my-notetaker.md): Learn how to change the name of your notetaker before it joins a video call
- [How to use the Reports dashboard](https://help.jumpapp.com/en/articles/11333300-how-to-use-the-reports-dashboard.md): Maximizing ROI and user engagement with the reports dashboard
- [An overview of summary only mode](https://help.jumpapp.com/en/articles/10209840-an-overview-of-summary-only-mode.md): Summary only mode allows you to have notes for a meeting without the standard meeting capture and transcript.
- [How to add users to available seats on my account](https://help.jumpapp.com/en/articles/12002284-how-to-add-users-to-available-seats-on-my-account.md): Manage your subscription by assigning pre-paid seats on your Jump account to team members.
- [How to create and apply user configurations](https://help.jumpapp.com/en/articles/12045935-how-to-create-and-apply-user-configurations.md)
- [How to use Dark Mode in Jump](https://help.jumpapp.com/en/articles/12641430-how-to-use-dark-mode-in-jump.md): Adjust the Jump interface to match your device settings or personal preferences with Dark Mode.
- [How to configure Microsoft Intune App Protection Policies for Microsoft Account Admins](https://help.jumpapp.com/en/articles/13755744-how-to-configure-microsoft-intune-app-protection-policies-for-microsoft-account-admins.md): Learn how to target the Jump Android and iOS mobile apps with Microsoft Intune app protection policies.
- [How to view & pay my invoices](https://help.jumpapp.com/en/articles/11788196-how-to-view-pay-my-invoices.md): Learn how to view your invoice history and pay any outstanding invoices.
- [How to update my payment information](https://help.jumpapp.com/en/articles/11787802-how-to-update-my-payment-information.md): Learn how to update your payment information and choose a default payment method.
- [How to update my billing contact information](https://help.jumpapp.com/en/articles/11788142-how-to-update-my-billing-contact-information.md): Learn how to update your billing contact information.
- [Jump Security and Data Privacy FAQs](https://help.jumpapp.com/en/articles/10055503-jump-security-and-data-privacy-faqs.md): How Jump protects client and firm data
- [Sales Tax FAQs](https://help.jumpapp.com/en/articles/12714248-sales-tax-faqs.md)
- [Understanding roles & permissions in Jump](https://help.jumpapp.com/en/articles/14844260-understanding-roles-permissions-in-jump.md): Learn how roles, seat types, plans, and account ownership work together to control access across your firm’s Jump account.
- [Account owner startup guide](https://help.jumpapp.com/en/articles/15264036-account-owner-startup-guide.md): Get your firm set up in Jump the right way with Account settings and Compliance settings.
- [How to upgrade an existing user on my Jump account](https://help.jumpapp.com/en/articles/16140873-how-to-upgrade-an-existing-user-on-my-jump-account.md): Learn how to upgrade an existing user's seat on your Jump account
- [How to manage users across child accounts with centralized billing](https://help.jumpapp.com/en/articles/16153971-how-to-manage-users-across-child-accounts-with-centralized-billing.md): Learn how parent accounts with centralized billing can add, deactivate, and manage users across child accounts.