Filter Leads and Build the View Your Team Needs
Status tabs, multi-condition filters, column control and a saved view, so everyone sees the prospects they are responsible for.
Lead filters and views in Remindoo control what the Leads list shows. Status tabs and search narrow the list, Filter Leads adds conditions on fields such as assignees, address, city, country, creation date and email, and column visibility and order can be changed and saved. Accounting firms use it to see only the prospects they own.
Last updated: 16 September 2026 · Reviewed by Waqas Sagar ACA FCCA, Founder of Remindoo and Managing Director of Accotax
Key facts
- The Leads list has tabs for All, New Lead, In Progress, Not Responding, Converted to Client and Archived.
- Search finds leads from the list.
- Filter Leads supports conditions on fields including Assignees, Address, City, Country, Date of Creation and Email.
- Add Condition combines several conditions in one filter.
- Save & Apply Filter applies the filter to the list.
- Column visibility can be changed, and custom fields can be shown as columns.
- Columns can be reordered, the list is paginated, and the view can be saved.
The problem
The leads that need attention are buried
A long list sorted by creation date does not show which prospects have gone quiet or which belong to you.
Too many columns to read
Every custom field on screen at once turns the list into a spreadsheet nobody scans properly.
Everyone needs a different view
A partner wants value by stage, a manager wants their team's leads, a bookkeeper wants this week's inquiries.
How Remindoo fixes it
| Problem | In Remindoo | Outcome |
|---|---|---|
| Cannot isolate the right leads | Filter Leads with conditions on assignees, address, city, country, creation date and email | The list shows exactly the prospects in question |
| One condition is not enough | Add Condition builds a multi-condition filter | Narrow queries such as my leads in one state this month |
| Cluttered list | Column visibility, including custom fields, and column reordering | Only the columns that matter, in the order you read them |
| Rebuilding the same view every day | Save & Apply Filter and save your view | The list opens the way you left it |
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
The Leads list with tabs for All, New Lead, In Progress, Not Responding, Converted to Client and Archived.
Open Filter Leads to add conditions.
Filter by fields such as Assignees, Address, City, Country, Date of Creation and Email.
Save & Apply Filter to see only the matching leads.
Choose which columns to show, including custom fields.
Reorder columns to match how your team works.
Save your view so it is ready next time.
See how Remindoo turns inquiries into clients
Twenty minutes, your pipeline, your questions.
Why it matters for US accounting firms
Filtering by city, state or country is more than cosmetic for US practices. State registration, sales tax exposure and local filing requirements differ, so a firm that serves clients in several states often wants to see one state's prospects at a time, particularly when deciding whether it can properly take on the work.
Filtering by assignee is what makes a shared pipeline workable. In a firm of any size the partner reviewing new business and the manager chasing their own prospects need different lists from the same data, and a saved view means neither of them rebuilds a filter every morning.
Date of creation filters carry the seasonal pattern. Pulling the inquiries created between January and April 15 shows how filing season actually performed, and pulling the ones created last month shows what needs chasing this week.
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
How do I see only my leads?
Use Filter Leads and add a condition on Assignees set to your own name, then Save & Apply Filter. The list then shows only the prospects assigned to you, and saving the view means it is still there the next time you open the Leads module.
Which fields can I filter by?
Filter conditions cover fields including Assignees, Address, City, Country, Date of Creation and Email, alongside the status tabs and the search box at the top of the Leads list.
Can I combine conditions?
Yes. Add Condition lets you stack conditions in a single filter, so you can build a query such as leads assigned to one team member, created this month, in a particular city, and apply it in one step.
Can I hide columns?
Yes. Column visibility controls which columns appear in the Leads list, so a firm with many custom fields can keep the working view short and bring other fields back when they are needed.
Are custom fields available as columns?
Yes. Custom lead fields can be shown as columns in the list, which is what makes a field such as entity type or services needed useful for scanning the pipeline rather than only for reading an individual profile.
Does my view stay saved?
Yes. Filters can be saved and applied, and the view, including the columns you chose and the order you put them in, can be saved so the list opens the same way next time.
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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