Close CRM Bulk Lead Status Updater

WHAT IT DOES

Close CRM Bulk Lead Status Updater is a sales productivity tool that streamlines the process of updating Lead Status fields for multiple leads. Instead of manually opening each lead, clicking the status dropdown, selecting a new value, and saving—a process that can be repetitive and time-consuming when managing many leads—this script automates the entire workflow. It scans the current Close CRM leads list, identifies all visible leads with their names, companies, emails, and current status values, and presents them as a scrollable checklist. You can select individual leads, use Select All/Deselect All toggles, choose a target Lead Status value from a dynamic dropdown (auto-detected from your CRM's status options), and update your selections to that value in configurable batches. The tool handles the complete interaction sequence: opening the inline edit or using the status dropdown directly, selecting the target status, and saving the change. Real-time progress updates show how many leads have been updated, and the list automatically refreshes after completion. This is ideal for sales teams, sales operations, and CRM administrators who need to move leads through pipeline stages efficiently.

WHERE IT RUNS

This script operates exclusively on Close CRM (*.close.com/*) as a userscript injected through the BotGentz extension. It runs within the context of your current browser tab and cannot access other tabs, bookmarks, history, or downloads. The script reads the page DOM to identify lead items using Close CRM's selectors (.LeadRow, .lead-row, .crm-row), extracts lead metadata (names, companies, emails, current statuses), and interacts with Close CRM's native UI controls—status dropdowns, inline edit buttons, and save buttons—to perform status updates. All operations occur locally in your browser; no data is sent to external servers.

HOW TO USE

1. Navigate to your Close CRM Leads list view.

2. Click the BotGentz extension icon and select "Close CRM Bulk Lead Status Updater" from the script list.

3. The panel opens on the right side of the page. It automatically scans the current page for leads.

4. Review the displayed leads, showing name, company, email, and current Lead Status (if populated).

5. Select your target Lead Status value from the dropdown (statuses are auto-detected from your CRM).

6. Adjust the "Batch size" number (default 3) to control how many leads are updated per batch.

7. Toggle "Confirm before each batch" if you want a confirmation popup before each batch executes.

8. Check the boxes next to leads you wish to update. Use "Select All" or "Deselect All" for quick selection.

9. Click "Update Lead Status" to begin. The script processes leads in batches, shows progress, and handles errors.

10. After completion, the lead list automatically refreshes showing your updated Lead Status values.

WHY IT WORKS WHERE OTHERS FAIL

Many Close CRM automation tools fail because they attempt to call Close's internal API endpoints or rely on brittle DOM selectors that change with every Close UI update. This script takes a resilient approach: it locates the actual interactive DOM elements Close CRM renders—the status dropdown, the inline edit button, and the save/update button—and triggers native click events and value changes on them, exactly as a human would. When using the status dropdown, the script sets the value using both the native value setter and dispatches "input" and "change" events, ensuring Close's JavaScript UI registers the update. When inline editing is needed, the script clicks the edit button, waits for the status field to appear, selects the target value, and clicks Save. Between operations, the script introduces controlled delays (300ms between actions and 500ms between batches) to mimic human interaction speed and avoid triggering Close's rate limiting. By interacting at the UI layer rather than the framework layer, it remains functional across Close CRM's frequent code updates.

THE PANEL

The script uses BotGentz's BGPanel system, which provides a floating, draggable panel on the right side of your screen. Drag the panel by its header to reposition it anywhere on the page—the panel remembers its position per site and snaps to the nearest edge when released. Click the minimize button to collapse the panel to a small floating bubble; click the bubble to expand it back. Resize the panel vertically by dragging its bottom edge. Press the Escape key to close the panel entirely. All panel state (position, collapsed/expanded) is persisted locally using GM_setValue, so your preferences survive page reloads.

PLEASE NOTE

This userscript requires the free BotGentz browser extension—it is not a standalone application. Close CRM periodically updates its website layout and UI components; if the script stops working, an updated version may be released. This script does not store, transmit, or process any of your Close CRM data outside your local browser. It does not access your password, hidden inputs, or file inputs. All Lead Status updates are performed through Close CRM's own authenticated session using the official user interface. Updating Lead Status fields may affect pipeline reporting, automation rules, and notifications configured in your Close CRM instance. Use responsibly and review your selections carefully before confirming.