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 and phone.
- Broadcasts — send a one-off SMS to all or selected workers.
- Leaderboard — who's submitting the most leads this month.
- Lead Routing — rules for auto-assigning leads to specific reviewers or teams.
- Settings — company info, billing, integrations (Bullhorn / HubSpot / Salesforce), notification preferences.
Your Earshot number
Workers text leads to (571) 290-2966. 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
/adminarea for support — they don't see your day-to-day data unless you ask for help.
