I was verifying some data in one of my CRM Online instances when I noticed something about Marketing Lists that had never caught my eye.

The process of adding a person (Contact, Lead, Account) to a Marketing List can vary depending on how you do it.

Here are the two methods that are available:

Method 1:

Clicking the Add to Marketing List button on the Ribbon:

Displays the following dialog:

Method 2:

The second method is when you select Marketing Lists from the Marketing area in the left-hand navigation section:

Clicking this link changes the context of the Ribbon to that of the Marketing List, which appears like this:

Clicking the Add Existing Marketing List from this Ribbon will produce this dialog:

As you can see, this is a different dialog than noted previously and it happens to be a multi-select dialog box.

This means you can add multiple Marketing Lists to a person with a single action.

This should greatly improve your productivity when working with a single record.

Unfortunately, when working with multiple records, you only get the "add to single Marketing List" choice.