When in a contact view, our sales people would like to send emails to some of their contacts according to the potential stage of the account these contacts are related to.

The issue is that we cannot get the potential name or status in a lookup field in contact.

We once had this feature developed through deluge script by creating potential and stage field in the contact but it is not working any more.

Did anyone find a workaround to easily view contacts and potentials in the same view and send them emails? (I know we could see this through reports but not convenient to send a mail...).

Thanks,

Pierre.