1. TCS Premier Branch Location Setup
Step 1
Lookup dealer’s current information on ComfortSite:
Admin Center > Customer Administration > Customer Sign-up
Search for dealer under one of the following:
Company Info: search Company Name (wildcards help; ex: comfort* displays all dealers that start with “Comfort” in their name)
Account Info: dealer’s account number or tax id
Click “SELECT” on the appropriate dealer
Print, Save or take screen shots of all the dealer’s information for later step (you will have to re-enter in other screen exactly as displayed)

2. TCS Premier Branch Location Setup
Step 2
Setup duplicate account in ComfortSite:
Admin Center > Customer Administration > Customer Sign-up
Click “Add Customer”
Select “Dealer”
Enter dealer’s account number or tax id (hit next)
Confirm duplicate submission (Click Continue)

3. TCS Premier Branch Location Setup
Step 3
Enter dealer’s information from Step 2 as in their other ComfortSite account:
Under Company Name add the branch city/town in (parenthesis if desired)
Example: Company Name: Acme Services (Anytown)
Under Company Description enter Company Name + “Branch”
Example: Company Description: Acme Anytown Branch
Enter all other information exactly as primary account

4. TCS Premier Branch Location Setup
Step 3 (Continued)
Scroll down to Physical Company Name at bottom
Under Physical Company Name enter as above
Example: Physical Company Name: Acme Services (Anytown)
Enter all other boxes with branch location information
Phone number needs to be for branch
NOTE: The area code for this number will generate the SMART/RCF tracking phone number

5. TCS Premier Branch Location Setup
Step 4
notice:
Subject: TCS Premier Branch Location for XYZ dealer
Body: Please approve branch location setup for dealer XYZ dealer and include TCS id#_____, branch city _________, and branch state __________

6. TCS Premier Branch Location Setup
Step 5
After approval response, navigate to Trane Dealer Connection in ComfortSite.
Admin Must have Campaign Manager access to proceed.
For DSO, contact your DDM to have campaigns created for both the Dealer Locator and Dealer Landing Page
Click on “Create Campaigns”
Dealer will need to “Accept Terms and Conditions” for SMART enrollment upon the dealer locator campaign creation

7. TCS Premier Branch Location Setup
Step 6
Leave all selections as is and click ‘Search’.
Search through (usually several pages at bottom)
Find new location indicated by (location)

8. TCS Premier Branch Location Setup
Step 7
Complete the boxes below Create Campaign
Campaign Name: TCS or Customer Care Branch Location
Category: TCS or Customer Care
Lead Source: Dealer Locator
Start Date: Today’s Date
End Date: Today’s Date + 1 year
Phone Number Type: (Usually local, unless they want a toll free tracking #)
Next- Click the box beside new location
Click ‘Apply to Selected Rows’
Now ‘Save’