Settings
Lead Settings
Configure custom lead fields, round-robin employee assignment and website lead capture forms in Remindoo.
Built for UK accountants, bookkeepers and growing accountancy practices.
How it works
New enquiries are only valuable if they are captured properly and followed up quickly. Remindoo's Lead Settings bring together four tabs: Custom Fields, Custom Statuses, Round Robin Selection and Lead Capture Form.
Custom fields let you record the details that matter for qualifying an accountancy lead. Examples shown include Type of Business (Self Employed, Limited Company), Turnover bands, Payroll & PAYE (Yes, No, N/A) and Services Needed. Each field can be marked compulsory, set as a dropdown and given its own options, so every lead arrives with the information a partner needs to price the work.
Round Robin Selection distributes new leads automatically so every eligible team member receives assignments fairly. Only the employees you select are included; everyone else is excluded. That keeps sales staff busy, stops leads sitting unowned and gives you a fair basis for comparing conversion.
Lead Capture Form lets you create website forms, such as a Contact us form, preview them, edit them and switch each one on or off. Leads from your website land in Remindoo with the right fields, ready to be assigned. Together these settings shorten the time from enquiry to first call, which is often what wins the client.
Custom lead fields
Add compulsory or optional dropdown fields such as Type of Business, Turnover, Payroll & PAYE and Services Needed.
What you can see
- Tabs: Custom Fields, Custom Statuses, Round Robin Selection, Lead Capture Form
- Add Custom Fields with Filter fields and Add Field
- Compulsory Field checkbox on each field
- Field name and Field Type (dropdown) with Add Option
- Fields such as Type of Business, Turnover, Payroll & PAYE, Services Needed
- Save Changes button
Why it matters: Every lead is captured with the qualifying details your firm needs to quote accurately.
Round-robin assignment
Choose which employees share new leads fairly.
What you can see
- Manage Round Robin Selection — distribute new leads fairly
- Selected Employees for Round-Robin Assignment on Leads
- Note that only listed employees are used and all others excluded
- Add More Employees button
- Edit and delete per employee
Why it matters: Leads are shared evenly and automatically, so none are missed and workloads stay balanced.
Lead capture forms
Create, preview, edit and switch website lead forms on or off.
What you can see
- Lead Capture Form tab selected
- Create New button
- Forms such as Contact us - Website
- On/off toggle for each form
- Preview, edit and delete icons
Why it matters: Website enquiries flow straight into Remindoo, and you can switch forms on or off as campaigns change.
Related feature guides
Frequently asked questions
Can I control what each employee sees?
Yes. Roles set permissions per module (e.g. create/import clients, delete clients, view fee and hour aggregates) and whether a user sees All clients and tasks or Allocated Only.
Can Remindoo connect to HMRC?
Yes. Add HMRC agent authorisation accounts (including XML) and Tax Liability Agents for VAT, PAYE, SATR and CT600.
Can I enforce MFA?
Yes. Make multi-factor authentication mandatory for all employees.
Can staff connect an AI assistant like Claude or ChatGPT?
Yes, through MCP Access, which an admin can switch off for the whole practice and review per employee.
Can I make a lead field compulsory?
Yes. Tick Compulsory Field on any custom lead field.
Who receives leads under round robin?
Only the employees you select for round-robin assignment; all other employees are excluded.
Continue the Settings guide
See settings in Remindoo
Book a Demo to explore your firm's own process.
Book a personalised demonstration based on your firm’s own process.
Why tracking leads and proposals matters
Every enquiry a practice fails to follow up is lost fee income. A clear pipeline shows which prospects need a reply, a proposal or a follow-up.
Faster replies
Prospects often contact more than one firm, so the firm that replies first and clearly has an advantage.
Consistent proposals
Templates and a services catalogue keep scope and pricing consistent whoever writes the proposal.
Signed terms from day one
E-signed engagement letters confirm scope and responsibilities before work begins.
No re-keying
Converting a won lead into a client keeps the details you already collected.
Practical tips from UK practice
- Reply to every new enquiry within one working day.
- Use lead statuses that match your real sales stages, and review them weekly.
- Send the engagement letter with the proposal so the client signs once.
- Record why lost leads were lost, to improve pricing and messaging.
Related Remindoo features
Written and reviewed by Annie, Product Lead at Remindoo. Guidance is general; check current GOV.UK and professional body guidance for your firm.
What UK practices say about Remindoo
Read all reviews on Trustpilot“With Remindoo, everything from the first enquiry to onboarding and ongoing client management is tracked in one place… It saves us hours and gives me, as a practice owner, complete visibility of where the firm stands.”
“The biggest benefit is having clients, tasks, deadlines, workflows, proposals and communication all organised in one place.”
“During my trial, the team were absolutely amazing. They helped onboard my clients, set up my settings and made sure everything was ready for me to use… they made the whole process completely stress-free.”
“It brings client information, tasks, recurring deadlines, workflows and reminders together in one place, giving us much better visibility across the team.”
