Merge duplicate contacts

Merge duplicate contacts for Aaron Kim (aaron.kim@solventio.com) and Aaron J. Kim (a.kim@solventio.com). Keep Aaron Kim as the primary record, consolidate all notes, activities, deals, and attachments onto the primary, preserve the primary owner as Lena Ortiz, and archive the secondary. Confirm the merge and list any data that could not be transferred.

Before I merge two Aarons, make the merge reviewable: surface differences in owner, latest activity, open deals, and conflicting emails or phone numbers. Highlight which field values would be kept from each record and warn if either contact has active sequences or scheduled meetings that could be affected.

I tried to merge two Aaron Kim records and a warning popped up that owners differ: Lena and Tom. I don't know whose activity history is more complete and I'm nervous merging will remove accountability for open deals. I can't tell which record contains the open opportunity and which owner should remain. What quick checks should I run and which owner should be preserved as primary in a standard sales handoff?

We keep merging duplicates and accidentally switching deal owners or burying recent notes, which angers reps and delays renewals. What ongoing practice would stop ownership fights and ensure merges preserve deal continuity, and what merge-review checklist should every SDR follow before confirming a merge?