TriNet's Knowledge Practice Test

What is the status of an opportunity if WC is not approved but the customer carves out WC?

The opportunity continues. The opportunity is lost. The opportunity is on hold. The opportunity is closed.

Correct Answer:

The opportunity continues.

Explanation:

The idea being tested is that a deal can move forward even if one component isn’t approved, as long as the customer agrees to exclude that component from the agreement. When the customer carves out a specific item (they’re not including it in the scope) but still intends to proceed with the rest of the terms, the opportunity remains active and can continue to progress. In other words, not having approval for that part doesn’t terminate the deal; it simply becomes a partial agreement with a defined carve-out. To keep things clear, capture the carve-out in the deal notes and confirm any implications for scope, timing, and pricing so the teams delivering the solution can proceed smoothly.

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