Earshot SMS lead intake for staffing firms

Help & support

Guides for workers, admins, and people evaluating Earshot. Can't find it? Use the chat assistant in the bottom-right.

Portal overview

The company portal lives at /portal. Here's what each section does.

Sections

  • Leads — every lead your workers have texted in. Filter, open the detail panel, change status, add notes.
  • Workers — your crew. Add, import (CSV), or invite by email. View any worker's dashboard. Edit name, phone, and classification. Supports bulk actions.
  • Broadcasts — send a one-off SMS to all or selected workers.
  • Leaderboard — who's submitting the most leads this month. Workers also see their rank in SMS replies. See Leaderboard.
  • Lead Routing — rules for auto-assigning leads to specific reviewers or teams.
  • Academy — Field Academy training content and onboarding SMS drip. See Field Academy.
  • Settings — company info, billing, rewards and amounts, classifications, integrations (Bullhorn / HubSpot / Salesforce / Slack), notification preferences.

Recent additions

New to the portal: Worker classifications, Rewards and amounts (with top-reward pinning), Field Academy, Slack notifications, Bulk worker actions, and the admin onboarding checklist.

Your Earshot number

Workers text leads to (425) 500-1556. That's also the number Earshot texts from, so have everyone save it as a contact called Earshot.

Who can access what

  • Company admins see everything under /portal.
  • Workers only see their own /w/<token> dashboard.
  • Superadmins (Earshot staff) see a separate /admin area for support — they don't see your day-to-day data unless you ask for help.