This sounds like what I need, I didn’t know this existed. Excuse my ignorance, what exactly do I need here to do as you described? (I’m a noob lol)
The highlighted is the customer name and quote number which is the unique reference and I set it to new and in progress as suggested.
So what else do I need to add here in order to get this to work? The add to queue is below it. Thanks for your help!
