Hi there! I'm fairly new to SF NPSP, and need a little help getting started. I'd like to create a customized field w/a pick list for my imported leads/contacts. Specifically, my leads are generally individuals that are program partner prospects, and they all vary in level of recruitment/registration. Another batch of my leads will be corporate development prospects. My goal would be to create a searchable field to all leads/contacts that would allow me to to run reports, send batched emails, create rules, etc.... I've tried creating custom objects/types (pick list, multi-pick list...) using articles I found off Trailhead, but cannot seem to figure out how to actually configure these fields into the leads/contacts themselves. I do not have any coding background. Might someone be able to point me in to some resources? Thank you in advance for your help!
Thank you Tracy & Allison! That was super helpful... I have no clue how I missed those links the first time around, haha!
