<aside> 💡 Whenever a new team member is added to a sales team or changes are made to collections, the collections need to be re-applied so the Sales Team Members get the correct permissions

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The collections a user sees are based on the Sales Team Setup from the main website

Things to Check

• Can you see the missing products with no customer selected?
• Can other reps in the same Sales Team see the products?
• When was the last time you reset your app?

If a user is not seeing the same collections / items as everyone else in their sales team you need to get the office to re-apply the missing collections in the Sales Team.

How to re-apply collections to a sales team

Get someone in the office to re-apply the collection permissions

On the main SalesMachineX website go to

Setup → General Setup → Sales Teams

• Click on the TeamID of the team having problems
• Click on the Collections tab

You can re-apply all the collections at once

Re-Apply Collections to Sales Team

Or you can re-apply then collections one at a time