Working leads
Open /portal/leads. New leads appear at the top.
The workflow
- Click any row to open the detail panel.
- Read the structured fields (client, role, headcount, timeline, contact) and the raw SMS the worker sent.
- Scroll down to see the worker's full conversation with Earshot.
- Change the status as you work the lead.
- Add notes for your own reference — your worker doesn't see these.
Status meanings
- new — Just arrived. Nobody on your team has touched it.
- reviewing — Someone is checking it out.
- qualified — Real opportunity, reaching out to the client.
- converted — Closed into actual work. A payout is created for the worker automatically.
- junk — Not a fit. No payout. Use sparingly — even thin leads are a signal the worker is paying attention.
Response SLA
Move every new lead to reviewing or junk within 24 hours. Workers stop submitting when they feel ignored.
Filtering by worker
On /portal/workers, click the Leads count next to a worker to jump straight to /portal/leads filtered to that worker.
