Reviewing Home Depot Open Quotes

Learn how to access, review, and manage Home Depot open quote tasks to follow up with associates and convert high-value quotes into sales.

August 10, 2026 By Tyler Griffin

This guide explains how to access and review Home Depot open quote tasks in the system. Following these steps allows you to track and follow up on high-value open quotes to convert them into successful sales.

This process applies to sales representatives and account managers handling Home Depot accounts. Use this guide once or twice a week when checking for newly assigned high-value quotes to follow up on.

Tasks are assigned to you based on the dollar value of the quote. Check for new quotes regularly and work them until they are completed.

Step #1: Click the subject link of the Home Depot open quote task to open its details. — Click the subject link of the Home Depot open quote task to open its details.

Step #2: Review the Notes section to find the Home Depot quote number and the primary associate's phone number and email address. — Review the **Notes** section to find the Home Depot quote number and the primary associate's phone number and email address.

Step #3: Locate the Pro Sales Manager (PSM) contact information to use as a fallback if the primary associate is unreachable. — Locate the Pro Sales Manager (PSM) contact information to use as a fallback if the primary associate is unreachable.

Step #4: Review the product, quantity, and pricing details to prepare for your follow-up discussion. — Review the product, quantity, and pricing details to prepare for your follow-up discussion.

Your primary goal is to reach out to the provided contacts and help convert the open quote into a completed sale.

Term	Definition
Open Quote	A pending customer estimate of products and pricing that has not yet been converted into a completed sale.
Pro Desk	A dedicated service area at Home Depot tailored specifically for contractors and trade professionals.
PSM	Pro Sales Manager, the individual overseeing the Pro Desk operations and professional sales at Home Depot.

Reviewing Home Depot Open Quotes

Learn how to access, review, and manage Home Depot open quote tasks to follow up with associates and convert high-value quotes into sales.

August 10, 2026 By Tyler Griffin

Tasks are assigned to you based on the dollar value of the quote. Check for new quotes regularly and work them until they are completed.

Your primary goal is to reach out to the provided contacts and help convert the open quote into a completed sale.

Term	Definition
Open Quote	A pending customer estimate of products and pricing that has not yet been converted into a completed sale.
Pro Desk	A dedicated service area at Home Depot tailored specifically for contractors and trade professionals.
PSM	Pro Sales Manager, the individual overseeing the Pro Desk operations and professional sales at Home Depot.