Help / How do I make a prospect confidential?/2 min read
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How do I make a prospect confidential?

Employer Mode is a field-level confidentiality lock on a per-prospect basis. Use it when a prospect or deal needs to stay out of every shared figure — for example, when working a target whose competitor is a current employer of yours, or when an NDA prevents the company from being named in any public surface.

Locking a single prospect. Open the prospect detail page. Click the lock icon next to their name. A closed lock = confidential, an open lock = public. The change is optimistic in the UI; the server flip is synchronous and reverts the toggle if it fails.

Default for all new prospects. Settings → Privacy has a "Default new prospects to confidential" toggle. Flip it on if your role makes that the right default; new adds will land in confidential mode and you can flip individual rows to public when appropriate.

What confidentiality affects: - The closed-won revenue chip beside your name in the Console excludes confidential prospects. - Capital-partner views never see confidential rows. - Public community profile excludes confidential prospect names. - The Enterprise Brain agent never surfaces confidential prospects, even when you yourself query.

What it does NOT affect: - Your own pipeline and Database views — you still see everything you own. - Signals — they still pull and show on the prospect detail page. - The CSM agent — it still drafts outreach for confidential prospects (output stays private to you). - Your XP earned from logged actions on confidential prospects — XP still rolls up to your total but the underlying revenue doesn't.

Why field-level not mode-level? The earlier design used a separate "Employer Mode" toggle that hid all your data. Tyler's call: most reps only need a few prospects locked, not their whole book. Field-level keeps the daily flow clean.

Missing something?

Ask it on the help page and the assistant answers from the whole corpus. If it cannot, team@dealarena.io can, and the answer usually becomes a doc.

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