Recovering A Lost Fee
If, for whatever reason, you're trying to import a fee in your fee library and it's gone, you can recover your lost fee with a few easy steps. Here's how!
Step 1: Find a proposal that had used that fee
Jog your memory and try to remember a client who was also offered this service. From there, locate the proposal.
You can locate the proposal either from your Dashboard or your Archives.
If the proposal is archived, lost, or won, you'll need to make a duplicate of it. You can make a duplicate of a won proposal by clicking the "..." button and selecting "duplicate":
Or clicking the archived proposal to enter the snapshot, and click the "duplicate" button located at the top right of the page:
Once this is done, you'll find the duplicate in your Drafts queue.
Step 2: Enter the Editor
Once you've located the proposal in the Pipeline, hover over it and click the "edit" button:
This will take you to the proposal's editor. You can also click the proposal and enter the editor from the proposal's Snapshot page:
Step 3: Locate the Fee
Once you're in the proposal editor, locate the fee and click inside of the row to select it. The right-hand menu will now show options for the fee table:
Click the "copy to fee library" button:
A green confirmation dialogue box will appear at the top of the page confirming the fee has been saved.
Voila! Your fee will now be found in your fee library, ready to import whenever you need.