Custom Lead Fields for the Details Your Firm Needs
Ask every prospect the same qualifying questions, with fields you define as text, number, date or dropdown.
Custom lead fields in Remindoo let an accounting firm add its own qualifying questions to every lead. In Settings, Lead Settings, Custom Fields, you add a field as Date, Dropdown, Number or Text, set dropdown options and mark it compulsory. The fields then appear on lead profiles and on lead capture forms.
Last updated: 16 September 2026 · Reviewed by Waqas Sagar ACA FCCA, Founder of Remindoo and Managing Director of Accotax
Key facts
- Custom fields are managed in Settings, then Lead Settings, then Custom Fields.
- Add Field creates a new field with a name you choose.
- Field types available are Date, Dropdown, Number and Text.
- Dropdown fields take a list of options you define.
- Any field can be marked as compulsory.
- Save Changes applies the fields for the whole team.
- Custom fields can be used on lead profiles and on lead capture forms.
The problem
Generic CRMs ask the wrong questions
A sales CRM wants a deal stage and a company size. An accounting firm needs entity type, revenue, payroll and which returns are involved.
Everyone records something different
One person notes revenue, another notes the number of employees, a third writes a paragraph. Nothing is comparable.
Unqualified leads eat the day
A consultation booked before anyone asked what entity it is or whether there is payroll is a meeting that goes nowhere.
How Remindoo fixes it
| Problem | In Remindoo | Outcome |
|---|---|---|
| Missing the questions accountants actually need | Add Field in Lead Settings with a name of your choosing | The CRM matches the way your firm qualifies work |
| Free text nobody can filter | Four field types: Date, Dropdown, Number and Text | Answers are structured, so they can be filtered and compared |
| Inconsistent answers between staff | Dropdown options defined once for the whole team | Everyone picks from the same list |
| Important details left blank | Fields marked as compulsory | A lead cannot be saved without the essentials |
Who it's for
Firm owners and partners
See what new business is in play, and what it is worth, without asking around.
Practice managers
Make sure every inquiry has an owner and a next step during filing season.
Business development
Run a follow-up round across a whole batch of prospects in one pass.
CPAs and bookkeepers
Pick up an assigned lead with the entity, the revenue and the notes already there.
How it works in Remindoo
Open Settings, then Lead Settings.
Lead Settings has tabs for Custom Fields, Custom Statuses, Round Robin Selection and Lead Capture Form.
Click Add Field to create a new custom field.
Give the field a clear name, such as Services Needed.
Choose the field type: Date, Dropdown, Number or Text.
For dropdowns, add each option, such as 1040, 1120-S or monthly bookkeeping.
Review the options and click Done.
Mark the essential fields as compulsory and save changes.
See how Remindoo turns inquiries into clients
Twenty minutes, your pipeline, your questions.
Why it matters for US accounting firms
The questions that qualify a prospect in a US practice are specific to the work. Entity type decides whether this is a 1040 with a Schedule C, an 1120-S, a 1065 or a 1120. Whether there is payroll decides whether quarterly filings and year-end forms are in scope. Whether the business sells across state lines raises sales tax and nexus questions that change the engagement entirely. None of that fits in a generic deal field.
Structured answers also make the pipeline searchable later. A dropdown for services needed means the firm can pull every prospect who asked about monthly bookkeeping when it decides to push client accounting services, which is impossible when the same information is buried in free-text notes written by five different people.
Because the same custom fields can appear on the website capture form, the qualifying happens before anyone picks up the phone. The prospect answers the entity and services questions themselves, and the team sees a qualified record rather than a name and an email address.
Remindoo vs spreadsheets, inboxes and generic CRMs
| What you need | Spreadsheets, inboxes and generic CRMs | Remindoo |
|---|---|---|
| Where new inquiries land | An inbox, a voicemail and a sticky note on somebody's monitor | A website form or a manual entry that creates a lead record |
| Prospect detail | Whatever the caller happened to mention that day | Entity type, annual revenue, payroll, services needed and estimated value |
| Pipeline visibility | Nobody can say how much new work is in play | A Kanban board by status with a value total on every column |
| Who owns the inquiry | Decided in a group chat, sometimes not at all | Round-robin rotation, or bulk assignment to a team or team member |
| Follow-up | One email at a time, when somebody remembers | Bulk email to selected leads with templates and personalization tokens |
| Qualifying questions | A generic CRM built for software sales, not for tax and accounting | Custom fields you define, used on the profile and on the website form |
| Finding the right leads | Scrolling a spreadsheet with more columns than anyone can read | Status tabs, multi-condition filters, column control and saved views |
| Winning the work | The prospect goes quiet and nobody notices for a month | Status moves to Converted to Client, then onboarding starts in Clients |
Frequently asked questions
What questions should accountants ask a new lead?
Most firms ask for the entity type, the annual revenue, whether there is payroll and which services the prospect is asking about, alongside the contact details. Those four answers are usually enough to decide who should handle the inquiry and roughly what the engagement is worth.
What field types can I create?
Remindoo supports four types of custom lead field: Date, Dropdown, Number and Text. Dropdown is the one most firms rely on for entity type and services needed, because a fixed list of options keeps the answers consistent and filterable.
Can I make a field required?
Yes. When you create or edit a field you can mark it as compulsory, which means it has to be completed. Firms typically make entity type and services needed compulsory, and leave optional details such as a target start date as normal fields.
Can I use custom fields on my website form?
Yes. Custom fields are available when you build a lead capture form, so the questions your team asks internally are the same questions the prospect answers on your website. The submission arrives in the Leads module with those fields already filled in.
Can I edit dropdown options later?
Yes. Dropdown options are edited in Lead Settings and saved for the team, so a firm that adds a new service line can add the option without rebuilding the field or losing existing leads.
Who can manage lead fields?
Lead fields are configured in Settings, under Lead Settings, so they are managed by whoever has access to the firm's settings rather than by each individual user. That keeps one definition of each field across the whole team.
Related features
Remindoo is practice management software for US accounting, CPA, tax and bookkeeping firms. See the CRM and lead management hub or pricing with unlimited users.
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