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 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 Pipeline or your Archives. 

If the proposal is archived, lost, or won, you'll need to duplicate it. You can create a duplicate of a won proposal -> select the three-dot menu -> duplicate:

Or, select the archived proposal to enter the Snapshot, and select  duplicate 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 select the edit:

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 select it by clicking inside the row. The right-hand menu will now show options for the fee table: 

Select copy to fee library:

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.

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.

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